Smart Docs templet name in Deal

Robert Hald
Robert Hald Posts: 9
Second Anniversary First Comment Photogenic
edited June 5 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.... 

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