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Articles tagged "templates" returned 4 results.

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Email Templates For Alerting

Email Templates can be set within the Settings area. 

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

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…