Filtering Templates to Display by CRM Entity

It is possible to filter the document templates that are displayed to a CRM user based on a tag specified on the template.

To indicate which entity a template may be presented to, add a comma delimited list to the template tag using the syntax:
#entityfilter:{entity1[,entityN]}

• For example, to display a template only when the AssureSign document is being launched in the context of an account, use the following tag:

  • #entityfilter:{account}

• To display a template when the AssureSign document is being launched in the context of an account or a case, use the following tag:

  • #entityfilter:{account,incident}

• To display a template when the AssureSign document is being launched directly, unlinked to another entity, use:

  • #entityfilter:{asign_assuresigndocuments}