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...

Microsoft SharePoint Online Integration Overview

...Users can directly access the documents in Sharepoint Online to view, download, or edit them by simply clicking on the file name in Gold-Vision. Template generation – Gold-Vision template documents...

Landing Page Design

Click on the Design tab or Design button and select the Browse Designs button.   Close modal You can either start your design from a Brand Template by simply by...

Audit

...previous version of the Template. Close modal Undo / Redo At the bottom left hand corner you will find options to Undo and Redo each edit of the Template changes....

Viewing & Editing Lists

...Add on required) Template (Create bulk documents from Templates) Link (Link multiple items) Edit (Edit records in bulk) Delete (Delete records in bulk) See our clip below   Close modal...

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...

Import types

...fields in either object Account name or reference (plus postcode if required) + contact names or email address. If not all rows have contact data, use a separate account and...

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...

Loqate Email Validation

Email Icons

In the top right hand corner you can access icons to Preview the email, create New Task, Save and Exit without saving.   Close modal Info Visit Tasks Overview for...