I’ve been trying to automate my closing documents (real estate attorney).
I can add the Full Name of “This Party” (i.e. Seller 1) to insert under the first signature line, however I can’t find the option to plug in Seller 2.
This would be the second party or second Card (if there are two Sellers that need to sign a Deed).
Additional parties only appear for user document automation fields if you have added that number of parties to the matter you are creating the automation from. Add a second seller to the matter you are using to access the form library to create your template. If you want to get fancy you can use ((IF Seller 2 full name] Exists THEN)) to add Seller two’s information conditionally.
Hi Karl,
For automation, you can always right click on the field in the right-hand pane and choose the “add another” option.
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