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Re: How to add the collaborator automatically

Hi,

 

I have found a way that i can add the user as the collaborator in the MA Template first. Then when the MA Template was chose in the process of creating contract through the Contact Template, it will be added as the collaborator automatically. But it only apply to the contract which was created by the Contract Template, not fit to the one-time contract which was created directly.

Anyway, thanks for your reply.

 

Best Regards,

Yue


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