Working with Custom Object Data

The Documint app can only launch from Contacts, Companies, Deals, or Tickets, so if you would like to work with custom object data, you will need to switch records within the Documint app.

First launch the app from a contact, company, deal or ticket and select the template you would like to use.

Once in the document view, click on the object type dropdown and select your custom object (or any object type for that matter).

Now you can select a record from the dropdown to generate your document preview.

You may find it easier to use "Advanced Search" if you have a long list of records for your object.

Next, let's add some variables to your template.