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 objects, 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 dashboard, click on the "change" label that is in the record controls at the top of the dashboard. That will open a record selection overlay.

In the record selection overlay you can switch to your custom object (or any object type for that matter) with the object type dropdown in the top left corner.

Now you will see a new list of records for your selected object type. Pick the one you want to use, and you will return to the document view.

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