Search found 3 matches
- Wed Mar 01, 2017 11:58 am
- Forum: ReadyDoc Visibility Conditions
- Topic: Visibility Base on Contact Name or Type
- Replies: 4
- Views: 5009
Re: Visibility Base on Contact Name or Type
Hi Bob! I put in a ticket for assistance with visibility based on contact type but I am not sure the response I got was the most efficient way to implement the visibility conditions. I want a folder to be visible if the seller is an organization. {{Order.Sellers.IndivOrOrg}} is an Organization. The ...
- Mon Feb 13, 2017 1:49 pm
- Forum: ReadyDoc Visibility Conditions
- Topic: Visibility Base on Contact Name or Type
- Replies: 4
- Views: 5009
Re: Visibility Base on Contact Name or Type
Thank you Bob! This worked perfectly!
- Tue Feb 07, 2017 4:46 pm
- Forum: ReadyDoc Visibility Conditions
- Topic: Visibility Base on Contact Name or Type
- Replies: 4
- Views: 5009
Visibility Base on Contact Name or Type
Can a document's visibility be based on contact name? For example, I would like my closers to only see First American policy documents when the underwriter is First American, etc.