Tag: advanced optional docs

Use Case: You’d like to configure a file to only be included in the document generation process if multiple criteria are met. For our example use case, we will only want to include the template file if the Client Type field value is ‘Prospect’ and the Industry field value...

Problem: You want to automatically include or exclude a document based on a field value. For example, when you generate a Quote you want a product sheet specific to the potential customers Industry to automatically be included. Benefits of using Advanced Optional Documents: Automate the include/exclusion of documents based...