Document Builder linked to workflows

It would be great to have placeholder fields that relate to new business submissions and cases so that Suitability reports can be generated automatically. Currently just having placeholders for existing data is a bit limiting.

Please authenticate to join the conversation.

Upvoters
Status

Rejected

Board
💡

Feature Request

Tags

Automations

Date

Over 2 years ago

Author

Simon Munday

Subscribe to request

Get notified by email when there are changes.