Document Templates help to ensure all messages being sent to your customers are on brand, whilst also saving CRM users time and effort. This particular article will focus on how to upload Word Documents to be used as Document Templates within the CRM.
Step 1: Navigate to the Settings Centre
To add a new Document Template and upload your Word Document, click on the cog icon in the bottom left-hand corner.
Once within the 'Settings Centre', navigate to the 'Emails & Documents' section and scroll down until you reach the 'Document Templates' configure option.
By clicking on the 'Click to Configure' link, the Configure Document Templates window will open. To add in a new Document Template, click on the '+' icon along the top of the screen.
Step 2: Add Information to Relevant Fields
You will then be asked to fill out various bits of information about the new Email Template.
Description: This will be the name of the Email Template that appears in the Template drop-down, so make sure this is relevant to all CRM users.
Type: You have three types of Document Templates; Email, Excel and Word. For this example, we would select Word.
Extended Description: If required, you can provide a more detailed Description of when this Document Template would be used.
Where are you going to use this?: Please select the CRM record Type that you wish to create and use this Template against.
Step 3: Select 'Create' to start Configuring your Template
Once happy with the information entered, click 'Create'. Your new Template will then appear in the Configure list. To start editing this Template, click on the pencil icon and the below side panel will appear. Simply drag and drop the Word Document that you wish to upload from your file browser or desktop within the preview square, located at the top of the side panel.
Step 4: Select 'Edit' to Complete the Template
Once the Word Document has finished uploading, click the 'Edit' button just below the preview square and the Document Template will be opened in Word for you to continue editing.
Make sure you save your changes by clicking the save icon within Word. If you require assistance with Search and Replace fields, please contact our Customer Services and we will be more than happy to help. Search and Replace fields automatically pull through information from the CRM when the Template is used e.g. the customer's name. Therefore, we do recommend using these to help save your users' time.