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Using CRM Data

Is it possible to create a document which pulls information from the data input within the CRM template, i.e. it pre populates a document with name, address, date of birth etc.? and is possible that the document it pre-populates can be a esign document?

 

Many thanks Keith

2 replies

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    • Agassi
    • 4 yrs ago
    • Reported - view

    Hello, Keith!

    I needed something similar - create consignments for patients and make them sign it on a tablet.

    There is a "Print layout" feature in Ninox, you know?

    In that layout you can add fields from a form, or add a text field, that can contain plain text mixed with data fields. For example:

    I, + {namefield} +" "+{surnamefield}, sign this ...

    This will give you a populated text. You then van format it further in Print layout interface.

    • Agassi
    • 4 yrs ago
    • Reported - view

    If this is what you need and you need more info, ask please.

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Content aside

  • 4 yrs agoLast active
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