Foundant Regional Training for GLM: 8.10.23 Session 1 Overview

LibbyWillisLibbyWillis Posts: 10 ✭✭
Regional Training 5 Likes U.S.A. First Compass Anniversary
edited August 2023 in Indiana Regional Trainings


1) Candid Integration Enhancements - new demographics fields are available for Candid integration in forms

2) 9-Dot On Demand Product Training Changes - On Demand Product Training content is now searchable on Foundant site!!! Can watch full video or look for snippet on your particular interest.

3) Table Questions Enhancements; new Feature Previews

Great DocuSign article - click on question mark, search on docusign "DocuSign Integration." Docusign is all based on merge templates.

Merge Documents will now download as DOCX instead of DOC


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