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Articles tagged "document" returned 50 results.
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Using SharePoint Online Integration
Introduction Gold-Vision document storage allows users to view and store documents in an external repository. The Sharepoint Online integration allows for your Gold-Vision documents to be stored in a Sharepoint...
Managing Projects
...Word document against the Project record for easy access Close modal To find our more about uploading documents to Gold-Vision please visit Viewing and Uploading Documents Create Documents from Templates...
Gold-Vision On-Premise Technical Requirements
...document store should be separate from the primary document store. Ensure a UNC share is setup for this location and capture this for later. Setup a Webdav in IIS to...
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...
Updates
...has been created at the same time with the Account Long multi-line Document URLs are correctly hyperlinked when exported in Document Production as PDF Multi Document drag and drop now...
Microsoft SharePoint Online Integration Overview
...Users can directly access the documents in Sharepoint Online to view, download, or edit them by simply clicking on the file name in Gold-Vision. Template generation – Gold-Vision template documents...
DocuSign Integration Overview
...and the ability to edit documents within your CRM before sending. Secure document transfer Send and receive documents with confidence. Your DocuSign integration is fully compliant with all of the...
Create An Event
...field “Account Internal” will be useful on screen also. Close modal Additional Sections Gallery or Document Storage You can also add a Gallery section or Document Storage area to...
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...
Gallery
...where there are multiple reasons for document storage. Each gallery section is tied to a specific sub-folder and sits on top of the existing document storage system. Therefore, files uploaded...
