Mask a value inside smart docx in terms of security

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karin Gluzman_65595
karin Gluzman_65595 Member Posts: 2
edited July 2022 in Ideas and Product Feedback #1

Smartdocs can't include mask value inside of a form in comparing panda docx ... this is the main reason i don't send price proposals trough smart docx...

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 845
    5 Likes First Anniversary First Answer Combo Breaker
    edited February 2022 #2
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    You can create an automation to take a field and mask it inside of pipedrive.

     

    Then use the new masked field in the smartdoc integration. 

  • karin Gluzman_65595
    karin Gluzman_65595 Member Posts: 2
    edited January 2022 #3
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    Boris Tsibelman said:

    You can create an automation to take a field and mask it inside of pipedrive.

     

    Then use the new masked field in the smartdoc integration. 

    You mean when I define a filed I can defined it as masked , can you attach screenshot?

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