Changing Merge Context for Documents and Forms: Revision history

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    18 September 2023

    • curprev 09:0309:03, 18 September 2023‎ Admin talk contribs‎ 2,909 bytes +2,909‎ Created page with "In 3B Onboarding, you can easily customize the context for merging documents and forms. By default, the system displays documents and forms with the context of the logged-in user (Contact). However, there are cases where you may want to merge documents and forms using a different context object, such as an Application, Placement, Opportunity, or any other custom object. To achieve this, you can add a Lookup relationship on the Document Assignment object, which will look..." Tag: Visual edit
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