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Articles tagged "template" returned 79 results.
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Preference centre
Managing Campaign Preferences – Connect Link Using Connect you can add a link to your template that will take contacts to the Preference Centre. From here, every contact can manage...
Run and re run a stage
...mail shot. This will apply the template and populate the same ‘from’ and ‘subject’ as the previously sent mail shot. You can find out more about sending Connect emails here....
Using Word Mail Merge
...message (or use a template or existing document) Close modal Step 3 Select your recipients Browse to the saved CSV file Close modal Step 4 Write your message, adding a...
How Can I Use Profiles?
...you on renewals or expiry dates. You can easily create Template Documents. For example renewal notifications and reminders. The Profile list view enables you to easily analyse data, create dashboards...
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...
Document alerting
...add a condition which will be ‘when this template is selected’ which will create a document. You also have the ability to see when documents have been generated by the...
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....
Using DocuSign Integration
...it’s sent 1. Click the Word icon against the required Gold-Vision item. Close modal 2. Select the document template then choose Output as eSign Document. Close modal Next you will...
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...
Xero Integration Overview
...consolidated view. Inspect customer and transaction history and create interactive reports in real-time without leaving your CRM. Simple quote creation Create professionally branded quotes using customisable templates in minutes. Simply...
