Spent a good amount of time looking for an answer to this but can’t find one.
I have Admin access.
Have a csv with data that populates all of the data no problem for contracts to be signed. Attached.
I wanted to add the EmployeeID and have that pre-populate for the Employee. The same as their name and email does.
I’ve created a Document Custom Field called EmployeeID and can add this to the document but it doesn’t populate the data.
Tried all the different Field Types in the Document Field but none seem to work. Where possible, I’ve marked them mandatory or read only.
We’d also like to populate the address and other data as well if we can get this working.