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Articles tagged "templates" returned 47 results.
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DocuSign Integration Overview
...the DocuSign integration can take care of it. Be more efficient Quickly set up templates with the Gold-Vision DocuSign integration. You can create, manage and send fully-branded PDFs to required...
Using 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...
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...
Import types
...or reference, plus project summary or unique reference. Tip You can also create excel templates of import definitions which will help with mapping your import data to fields in Gold-Vision....
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...
Personalise emails with data tags
Connect is fully integrated with Gold-Vision, making it simple and easy to use data from within your CRM to personalise emails with data tags. Personalise Connect Templates To include a...
Viewing and Uploading Documents
View Documents in Global List Go to View and click on Search Documents, the list of all documents from Gold-Vision will then be displayed Close modal View Documents Against Records...
