Standard Document text can be used to display large amounts of information such as terms & conditions on your document templates, by just inserting a search & replace field. By using standard document texts you then only need to update the information in one location rather than on each document template. 

To configure your Standard Document Text you will require Prospect Administrator rights, if you require these then please speak to your key CRM Admin user or our Customer Services Team. 

To create a Standard Document Text, click on the cog icon in the bottom left-hand corner to take you to the Settings Centre. 

Once within the Settings Centre, navigate to the 'Emails & Documents' section and scroll down until you reach the Standard Document Text configure option.

By selecting the 'Click to Configure' link the Configure Standard Document Text window will open. Within this window all of your current Standard Document Texts will be listed. To add a new one click on the '+' icon in the top right-hand corner.

You will then be asked to enter some information about the new Document Standard Text. Firstly, enter a code to be used as part of the search & replace field, this should be relevant to the information that will be included in this Standard Document Text. You can then either type out the text to be included or paste in the text to be used.

Once happy with the information entered click create & your new Standard Document Text will be ready to be used. To add a Standard Document Text to a document template use the following search & replace field {TEXT_yourcode}. For example for this Virus Standard Document Text I would enter {TEXT_virus}. 

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