Editable documents are a way to send semi-templated letters and documents that you are able to edit within the workflow on-the-fly before sending to customers. The templates created here will auto-populate in the contacts workflow and users will be able to add and edit the template similar to using a Word Document.
Start by navigating to “Settings” in the top gradient bar. Next click the dropdown labeled “Templates & Resources” to find the “Editable Documents” settings page.
You can also select “Choose” under the Action dropdown to edit or delete existing documents.
WYSIWYG stands for “What You See Is What You Get.” Shape’s rich text HTML editor has a vast range of both simple and complex features for all kinds of use cases. The tools are organized into 4 categories within the intuitive toolbar where every feature is easy to find. Format notes, emails, signatures, calendar event descriptions and more with Shape’s WYSIWYG editor, and watch the formatting change as you use the built-in tools.
The most common use for editable documents is to make a custom pre-approval letter or eConsent Compliance document.
Absolutely! This is done from the Manage Notification Templates settings page. Simply select the type of template you want this sent out as and create the template to send!
These documents are sent from within the record! For example, in the mortgage system, these are found in the “Send Pre-Approval Letter”. Once this button is pushed, you will find these editable documents to send out.
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