To set the Agreement Number Field for the header
- From Setup, go to and click Manage beside Comply System Properties.
-
Click Edit and for Agreement Number Field For
Imported Docs, enter the API name of the field you want to use.
For instance, you could use
Apttus__Agreement_Number__cfrom the Agreement object. - Click Save.
When a new document is imported into the system, it will include the agreement number in the top right corner of the header on each page, using the field selected above.
