Standard Document Text can be used to easily merge "static" information, such as terms and conditions, or your company registration number into multiple document templates. This works by inserting a special Search and Replace Field into the document template. By using Standard Document texts, you then only need to update the information once 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. 

Step 1: Navigate to the Settings Centre

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

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

Step 2: Configure the Standard Document Text

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.

Step 3: Enter the Relevant Information

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' and 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 {StandardText.yourcode}. For example, for this Virus Standard Document Text I would enter {StandardText.virus}. 

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