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 CA TRF DOCX 2016

2016-2025 Form

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hi um in this video I'd like to show you how to add information of the actual user to the document which means that for example if we take a look into a quote template um like the one we have here um we want to add information of the user that has created this document at the very bottom so for example we scroll down we want to have something like um Yours Faithfully followed by the first name and last name of the user that has created this document actually this is not too simple to do because the problem is that um the record itself the quote in our case is not related to the user that's running documents corack so um what we try to do is to bring up a a way to be able to add information of records that are not related to the base record at all um it works the same way as relationships so we have have to start with a click on new relationship this will bring up the dialogue uh and at the top you can see relationships which would allow us to for example add the quote q

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