Settings and activity
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Kaitlyn Mace
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Kaitlyn Mace
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Kaitlyn Mace
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It would help me troubleshoot automation issues if I could see which template was used to create a document. I'd like to see it in the document's audit trail and the document info so I could see how many times a template was used.
Our use case: We are automating the sales process for some of our add-on products. Customers can purchase an add-on by completing a smart form that then creates a document using the form. The customer gets an email from me, the system admin, with the file, but my name doesn't mean anything to the customer. Instead of the subject being "Kaitlyn Mace sent you the document..." I want it to say "Company Name sent you the document...