Filter request
Need Answer
Can we get a filter for documents on a lead? I.e. I'd like to filter a lead with documents by a certain name that were added. Specific example. If a lead has a document with the name "ride waiver" (kinda like how we can filter by survey name). Then I can use an automation to send a waiver email in advance of the event. Same would be good for signable document. Lead has a document named Ice rink volunteer guidelines. Then when we add that item we can automate when to send them for signature.
Also adding in a filter to see if a signable doc was signed.
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