Fillable Document Newsletter for the month of January_2023

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Fillable Document - Jivrus Technologies


Fillable Document Newsletter for the month of January 2023 Fillable Document updates



Improvements: 


Mapping field improvements FD for Form.

  1. Users can now map template fields and form fields in a card.

  2. When users have the same template field and form field, then those field values will be mapped automatically.


You can see what is happening with Fillable Document by following the What’s new page.



The User of the Month - January 2023



Congratulations Kim Mason for being selected as the user of the month of January for Fillable Document. Kim Mason has been a user of Fillable Document since June 2020. This is what he does with Fillable Document:


“We use it to create documents such as inflatable permits and invoices for scales & tales.”


Also, this is what he feels about Fillable Document:


“We have found Fillable Document to be essential in our efforts to automate some office processes”



The user of the month will be displayed on the spotlight page of our community website. Please check the spotlight page for more details.


Featured Templates


We have added 10 sales & marketing templates (business, sales, marketing, etc.) in Fillable Store which comes as a boon for the sales & marketing industry. With these templates creating sales letters is made easy. By submitting the required details you can easily create a well-structured sales letter.


Fillable Store features 30+ templates in various categories: Business, Healthcare, Real Estate, Education, etc.

Explore all templates in the Fillable Store.


Challenges and Solutions


Challenges faced


Phil Brooks(name changed) who is one of the users of Fillable Document has been using it for his official purpose. He is mainly using the lookup field type. He wrote to us asking for the following

“I need Fillable Document to automatically populate the look-up values when the form is loaded”

Solution


We discussed it with our team and found that it is enhancing user effectiveness by pre-filling forms with default values from spreadsheets. Soon we arrived at a solution for Phil’s use case. We have introduced the “Apply Default search” option in Lookup field type, this will help phil to automatically populate the look-up values when the form is loaded.


Read more about this from our Fillable Document website @ https://fillabledocument.jivrus.com/features/rich-field-types/lookup-field-type#h.tcngruxs0gjg


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