Smart Docs templet name in Deal
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....