Documents

Zr Ware® > Admin > Documents

This section allows you to create and modify documents. These documents can then be attached to emails configured in Admin > Message Center. Currently, the primary use case for these documents is attaching them to emails sent to leads.

1. Click on "Create New Template" to create a new document or click on the name of an existing template to modify it.
2. Give the template a name.
3. Choose if you want to require a signature on this template.
4. Choose if you want to include the organizations logo at the top of the document.
5. Modify the body of the document. You can add tokens from the right hand side in the document by clicking on them.