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How can we handle relevant files better?

← Documents, Photos, Forms & Attachments

Extracting Items from Financials into Document Templates

User would like the ability to extract items from financials (ie. total amount due from invoice) and include it into a document template.

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AdminJobNimbus (Product Manager, JobNimbus) shared this idea  ·   ·  Report…  ·  Admin →

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Documents, Photos, Forms & Attachments: Templates

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