Editable Documents

 
 
 

Editable Documents

What are Editable Documents? Editable documents are a way to send semi-templated letters and documents that you're able to edit within the workflow on-the-fly before sending to contacts. The templates created here will auto-populate in the contact's workflow and users are able to add to and edit the template similar to using a Word document.

How to use your Editable Documents. In the top navigation, navigate to your settings pages. On the settings pages left-hand sidebar, click “Editable Documents.” There, you should see your list of editable document templates. If you don't have a template, then add a template by clicking the “Add Template” button in the upper right hand corner. Here, you’ll be able to add your semi-templated documents that your users edit on the fly in their daily workflows prior to sending these documents to clients. Customize elements of your documents by using tags for more targeted communication. If you have anymore questions please do not hesitate to contact us at support@setshape.com


Need More Help? Contact us at support@setshape.com