Documentation

These articles will give you a hand with any queries about creating, saving, importing or exporting documents.

Isobel Honour avatar Jess Heald avatar Charlotte Austin avatar
14 articles in this collection
Written by Isobel Honour, Jess Heald, and Charlotte Austin

Moving & Deleting CRM Library Files in Bulk

Using the Bulk Action tool, you can move CRM Library Files from one folder to another or delete files in bulk.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Attaching CRM Library Files to Web Products & Web Groups

Files saved in the CRM Library can be attached and displayed for Web Products/Web Product Groups on your integrated Prospect eCommerce site.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Embedding Fonts in Word Documents for PDFs

Ensure your PDF files use your selected Word font by embedding the font.
Charlotte Austin avatar
Written by Charlotte Austin
Updated over a week ago

Attaching CRM Library Files to Emails

How to quickly attach CRM Library files to emails sent via the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

CRM Library (Preview)

Understanding how the CRM Library in Prospect could help your business.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Sending an Email from the CRM

This article will outline how to send an email from within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Managing Email Attachments

This article outlines how to manage your email attachments when sending emails via the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Marking Documents as Important/Pinning Documents

Here are some ways you can make your Documents stand out so they don't get missed!
Jess Heald avatar
Written by Jess Heald
Updated over a week ago

Installing Save To CRM Add-in (Gmail)

This article will walk you through how to install the Save to CRM add-in for Gmail.
Jess Heald avatar
Written by Jess Heald
Updated over a week ago

Adding a Document to a Record

This article outlines how you can add a document and create a document template against a record within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Uploading a Photo Using a Mobile Device

This article outlines how to upload a photo to the CRM, using a mobile device.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Re-installing Save to CRM Add-in

A guide on how to re-install the Save to CRM Add-in within Outlook.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Using Save to CRM Add-in

This article explains how to save incoming emails into the CRM using the Outlook Save to CRM Add-in.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Categorising Saved Emails Using Save to CRM Add-in

This article explains how to categorise your saved emails using the Save to CRM Add-in.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago