Documents

Documents - Searching Documents
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...
Mon, Dec 6, 2021 at 2:07 PM
Documents - Creating a New Document
Back Step     Action   1.       Select {Settings} and then select {Documents} under Communications.   2.       Select {New}. A New Document Template page will open.   3.      Complete the f...
Fri, Apr 2, 2021 at 10:39 AM
Documents - Editing a Document
Back Step     Action   1.       Select {Settings} and then select {Documents} under Communications.   2.       Hover mouse over the name of document to be edited and select the pencil icon. ...
Tue, May 4, 2021 at 1:51 PM
Documents - Deleting a Document
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       ...
Fri, Sep 10, 2021 at 11:34 AM
Documents - Duplicating a Document
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     ...
Fri, Sep 10, 2021 at 11:33 AM
Documents - Adding a Logo
Back Step     Action   1.      Select {Settings} and then select {Documents} under Communication.   2.      Select {Choose File} under Document Logo.             A File Upload modal windo...
Wed, Nov 18, 2020 at 12:52 PM
Documents - Activity
Back You can view the activity of previous edits on a Document, and even revert back to previous versions of a document if some changes were not what you wanted. How to Revert Activity on a ...
Mon, May 31, 2021 at 10:14 AM