Adding Assign Documents button on a custom object: Revision history

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    5 February 2023

    • curprev 06:3006:30, 5 February 2023‎ Admin talk contribs‎ 1,827 bytes +1,827‎ Created page with "== Intro == The "Assign Documents" button allows a user to choose one or a number of document packs to be assigned to a contact. By default, the button is available for the following objects: - Contact - when you click on "Assign Documents", you can assign document packs to the contextual Contact - Shortlist - when you click on "Assign Documents" when on a Shortlist record, you can assign document packs to all of the contacts added through a Shortlist Link to the con..." Tag: Visual edit
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