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Hello Everyone,
Is there any way to add custom fields such as Project name or Project ID which can be helpful to run envelop reports with that information being retrievable.
Your insights and suggestions are greatly appreciated.
Thanks,
Anjali
+19- Guru
- Answer
You can add an Envelope Custom Field (ECF) to your account with this information. ECF are available on an Envelope Report. Please note an ECF is different to a Document Custom Field.
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