{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/0b28161b0518417aace9cf9b13e2b245\" frameborder=\"0\" width=\"1672\" height=\"1254\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1254,"width":1672,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1254,"thumbnail_width":1672,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/0b28161b0518417aace9cf9b13e2b245-29d2956b03f86799.gif","duration":73.6605,"title":"Linking Generated Documents to Schedule Events 📅","description":"In this video, I demonstrate how to link generated documents to our schedule events, allowing the field team to access them directly in the app. I show the process of generating my solo lead information document using the custom fields filled out by the team. After generating the document, I navigate to the schedule event to link the project files, including PDFs and images. I encourage everyone to utilize this feature to enhance our workflow and ensure that all relevant documents are easily accessible. Please make sure to start linking your documents to your schedule events moving forward."}