Back You can search your list of available documents in {Settings} > {Documents}. Also, you can view available document templates online in our Template Library. Searching Documents S...

Back Step     Action   1.       Select {Settings} and then select {Documents} under Communications.   2.       Select {New}. A New Document Template page will open.   3.      Complet...

Back Edit a Document Hover to the right of a Document Name and click the Edit Pencil icon. The following options are available: Field Description Document Name Internal naming ...

Back Step     Action   1.       Select {Settings} and then select {Documents} under Communications.    2.       Select entries under Documents to be deleted by checking boxes on the       ...

Back Step     Action   1.       Select {Settings} and then select {Documents} under Communications.    2.       Select entries under Documents to be duplicated by checking boxes on the     ...

Back Step     Action   1.      Select {Settings} and then select {Documents} under Communication.   2.      Select {Choose File} under Document Logo. Logo size should not exceed 350px square. ...

Back Document Logs Using document logs you can review edits that were made to a Document an revert to a previously saved version. View Document Logs Click Actions in the top right cor...