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Articles tagged "Documents" returned 37 results.
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DocuSign Integration Overview
...to adopt. Everything in one place Send and receive documents all from directly within your CRM and rest easy knowing that all of your customer documents are stored in one,...
Configuring the Adobe Sign Integration
...steps have been completed users will be able to send documents for online signature via Adobe Sign from Gold-Vision itself. Create eSign Document template Gold-Vision can generate Word documents...
Create An Event
...to an event. For Events which are split into multiple Sessions, see our Create an Event Session section Close modal Event Documents If you have any specific event documents that...
Configuring DocuSign Integration
...the eSign Documents Section can be added to multiple Gold-Vision items. Once the above steps have been completed users will be able to send documents for online signature via DocuSign...
Gold-Vision 8 Upgrade Planning
...Document section to your individual items. (see Adding Sections below). All existing documents in Gold-Vision 7 will be automatically uploaded. Close modal Lists, reports, dashboards and homepage dashboards will remain...
Portal Overview
...designed to be a self service area to view, create and update Gold-Vision activities. Track Support or incident cases and enable your currently to log them and upload images, documents...
Updates
...Recipients list. Documents / Templates / Gallery Multi-Select fields now show the correct value when more than one option selected Document Generation – Settings are retained when Filename is set...
Standardise documentation
Create Proposal documents Create personalised proposals to send out to your customers By clicking on the Template Icon, the Generate Document Screen will appear. Here you will be able to...
Document Storage
Configure Document Storage Document Storage is available within the Settings > Document Storage Gold-Vision can be configured to automatically save documents created from templates to a pre-defined location. Close modal...
Gallery
Gallery sections offer the ability for dedicated, named locations for images and documents to be created. Multiple gallery sections can be added to a screen to create named holding areas...
