Docs

Create and share email templates, standardize quotes, upload preexisting or manifest new documents in a rich text editor. Our Docs module acts as a document repository for all of your important business documents so all of your employees can access a centralized information library.
 


 

List Docs

  • This screen contains a list of the current documents both created within X2CRM as well as those uploaded to X2CRM. The list view displays the document name, the creator of the document, the date it was last updated, and other pertinent information.
  • To upload a new doc, click Upload File and navigate your file folders to select the document you’d like to upload. Most every file type is permissible (other than executables). Then click submit. This option is highlighted in the green box near the bottom of the page.
  • From the left column menu you can elect to Create a new DocEmail Template or Sales Quote. This is highlighted in the red box.
  • To Import Docs choose this option and follow the instructions. These docs must be .csv files.
  • If you wish to export a doc or simply print a doc, first open the Doc and then choose Export Doc option. This will provide you with instructions: Right click to download the doc; Left click to get to printer-friendly mode.
 

 

Create a New Doc

  • Users are able to edit text font size, set alignment, insert links, and modify other such formatting and aesthetic options within the rich text editor.
  • Set the visibility for the document: public or private
  • Once ready, click create to complete the creation of your document, highlighted in the red circle.
 

 

Create an Email Template

  • Select the Create Email option from the left hand column menu, highlighted in red.
  • Enter the name of the particular template. Enter the email subject to be sent to the contact list.
  • Users are able to edit text font size, set alignment, insert links, and modify other such formatting and aesthetic options within the rich text editor.
  • Options to create links or images in the doc are also located in the text editor menu bar.
  • Dynamic variables are available for use, such as {firstName}, {lastName}, or {phone}. If these variables are inserted in the email template, they will automatically be filled in based on the addressee’s contact information.
  • Once you’ve completed your template, click create – highlighted in the green circle.
  • Create Quote brings up a similar screen as Create Email. Consequently the creation process is also similar.
 
Our Quick Configuration Guide walks you through creating templates for email and documents, as well as how to upload documents and media into X2CRM.
Phillip Kershow