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Articles tagged "template" returned 79 results.
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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...
Configuring DocuSign Integration
...code based on the Address Preference field. Close modal Create eSign Document template Setup a Gold-Vision template which may contain Gold-Vision “tags”, which are substituted with the corresponding item data...
Automatic Email to confirm a call has been logged
Close modal Step 1 Create an email template. Settings > Email template > New Enter a name and a description. Select the object the date is associated with eg Contact/Profile...
What’s New in Gold-Vision 8
...as the WordPress® plugin Ninja forms with pre-built links and templates as well as links to our own templates. Alternatively, use our API to connect your own forms. Setup a...
Rows (Columns)
To add columns to your mailer, click on the Rows option on the righthand side. From this view you will be able to pick a pre-formatted column template by setting...
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...
Using Contact records
...can be created against Contact records from the Word icon. To find out more about how to create templates please visit our Creating A Document From A Template page. Re-Assign...
Configuring the SharePoint Online Integration
...to upload, view, edit and delete files stored in Sharepoint Online Allow users to create and delete sub-folders from Sharepoint Online Access templates for document production Seamless document production and...
Creating Home Page Dashboards
...select Home Page. Click on the Manage Dashboards icon (top Right) of the screen. Close modal The Manage Dashboards screen will be displayed. Close modal Add a Dashboard Template Click...
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...
