Smart Docs templet name in Deal

Robert Hald
Robert Hald Member Posts: 9
First Anniversary First Comment Photogenic
edited June 2022 in Sales CRM #1

Hi, one more issue from me on Smart Docs - hope someone can help.

When create a Smart Doc on a deal, the doc get the Deal name and time/date, and is not tagged ore named in any way with templet name. So if you send a proposal, a contract etc, you dont see in deal whats what. Anybody have a solution for it? 

There is a group tagging on templets, but seems just to work on create new doc from templet, you dont get to sort docs on that inside the deal....