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Articles tagged "template" returned 9 results.

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Email Templates For Alerting

Email Templates can be set within the Settings area. 

Standard Templates

IntroductionGold-Vision can generate Word documents from almost any item by using predefined Word Templates (.dot) files. Templates are also used when running letter-based mail campaigns.The template file may contain Gold-Vision “tags”, which are substituted with the corresponding item data when this feature is initiated – for example name and address. Gold-Vision Templates FolderGold-Vision templates are usually…

Advanced Templates

The main benefit of using the ‘advanced’ mode of template tags rather than the ‘standard’ mode is that when using ‘advanced’ mode it is possible to reference fields from various associated areas. For example if you setup a template against a Quote it would be possible to pull fields from the following areas: account, contact,…

Creating Templates & Template Tags

Introduction Gold-Vision can generate Word documents from almost any item by using predefined Word Template (.dot) files. The template file may contain Gold-Vision "tags" which are substituted with the corresponding item data when this feature is initiated. Gold-Vision Templates Folder Gold-Vision templates are usually stored in the Templates sub folder of the program install folder.…

Connect email templates

To access Connect templates, click on the grid icon in Gold-Vision and then click Connect:

Using Standard Paragraphs in Advanced Mode

A Paragraph is a large block of customisable text which can be used within templates when generating documents from Gold-Vision, for example Payment Terms. Add a new Standard Paragraph In Settings search for Standard Paragraphs, click new, enter name, the text

Drag & Drop email editor

If you have chosen to create a new mail shot template from scratch, or just want to make changes to an existing template, the Connect Drag & Drop editor makes this nice and simple. Creating a Drag & Drop Connect Template When you are in the editor you will see that you have a number…

Viewing and Uploading Documents

View Documents in Global List Go to View and click on Search Documents, the list of all documents from Gold-Vision will then be displayed

Creating A Document

Gold-Vision can generate Word documents from almost any item by using predefined Word Templates (.dot) files.Templates are also used when running letter-based mail campaigns.The template file may contain Gold-Vision “tags”, which are substituted with the corresponding item data .Create a Document from Template By clicking on the Template Icon, the Generate Document Screen will appear.Here you will…