Hello,
I am creating a document for a Client Change Order and would like to include Project Owner information (Name, Email, Address, etc.), as well as the same information for the Project Manager.
I know how to insert tags, such as <<Project contact: Owner: First Name>> , into the document; however, I could not find where the Owner and Project Manager information is entered to populate these tags.
Could you please advise where this information can be configured?
Thank you for your help.