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Articles tagged "templates" returned 47 results.

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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...

Connect Drag & Drop Design Tool

...fully mobile responsive emails. Create templates from scratch or from our new range of stock templates.   This webinar will last approximately 20 minutes plus an additional 10 minutes for...

Adobe Sign Integration Overview

...you need to file it, the Adobe Sign integration can take care of it. Faster contracting Quickly set up templates with the Gold-Vision Adobe Sign integration. You can create, manage...

Configuring DocuSign Integration

...– for example name and address. See the Admin Help site for more information about creating templates. Add DocuSign tags for the signature fields such as Title, Signature, Date. Please...

Configuring the Adobe Sign Integration

...from almost any item by using predefined Word Templates (.dot) files. The template file may contain Gold-Vision “tags”, which are substituted with the corresponding item data – for example name...

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...

Connect Drag & Drop Design Tool

...fully mobile responsive emails. Create templates from scratch or from our new range of stock templates.   This webinar will last approximately 20 minutes plus an additional 10 minutes for...

General Navigation

...to add Tags to Generic Emails. Folder and Tag fields are optional and can be set when creating templates, new emails, landing pages, campaigns or generic elements. Creating a new...

Folders

Folders can be added to Campaigns, Emails and Landing Pages to organise and easily find items. Folders are optional and can be set when creating templates, new emails, landing pages,...

New Brand

...the box and click on Check availability. Close modal Click Continue to save your brand where you can then add more logos, colours, templates and assets etc. to your brand....