Beginners Guide to Documents

This guide for new users will help you get to grips with documents. Click on the article link to read more info.

Overview

DOCUMENT is the term we use to describe text that you will want to use regularly within the system, for example:

  • A standard renewal letter to be sent to members
  • A booking acknowledgement for delegates
  • A welcome letter to new customers

You can create an unlimited number of DOCUMENTS on the system for use within the system.

 

Searching for a Document

You can search for an existing document that you have previously created.

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Adding a New Document

You can add an unlimited number of articles to the system.

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Add New Document Fields

The New Document screen has sections for you to complete.

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