Building documents for multiple clients

We send client communication out to all clients on a regular basis, using document templates. Running a document template for each client takes considerable time, so if we could select multiple clients when using document templates that would be incredibly useful

Area of the system
-

Please authenticate to join the conversation.

Upvoters
Status

Completed

Board
πŸ’‘

Feature Request

Tags

Document Builder

Date

Over 2 years ago

Author

Mike Cound

Subscribe to post

Get notified by email when there are changes.