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Articles tagged "document" returned 50 results.
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Using Sites
...fields can be included in Document Templates. For every Gold-Vision record where Templates are being used to generate Documents, the System Administrators will be required to select the tags for...
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...
Letter Campaigns
...the Document section > Managed Linked Folders Close modal Click Add a folder You will need to copy the Temple Store path which can be found in Settings > Document...
Managing Opportunities
...Document templates can be created against Opportunities records from the Word icon. To find out more about how to create templates please visit our Creating A Document From A Template...
Managing Quotes
...link to the Account, select the Relationship then click Add. Close modal Creating document templates from a Quote Document templates can be created from a Quote record using the Word...
Using Account records
...relationship options can be predefined by Administrator Users in the Settings area Creating document templates from an Account Document templates can be created against Account records from the Word icon....
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...
Using Contact records
...Contact, select the Relationship then click Add Close modal Info Links relationship options can be predefined by Administrator Users in the Settings area Creating documents from a Contact Document templates...
Managing Activities
...Create Documents from an Activity Use document templates to send a letter or an email to the Contact for the Activity with pre-defined company details completed by clicking the template...
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...
