Smart Docs templet name in Deal

Robert Hald

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.... 

Amit Sarda (AmitSarda.xyz)

You can add merge tags to the doc name as well.