This feature is currently only available in your validation environment
- Go to Documents > Document Types
- Click on the New + icon to create a new Document Type.
- Select your Product & Services (multiples are allowed) as pre-defined in Scilife Settings.
- Select your Contacts (multiples are allowed) as pre-defined in Scilife Settings.
- Toggle on/off the allow to override options (if you would like the ability for users to update at a later stage and at a Document level.
- Save your changes.
Once a Document is created the Products & Services and Contacts added to a Document can be seen in the Document info tab:
Relevant for: Administrators / Managers / Regular Users