Creating a Document from an Action
Within an Action, you have the option to create a new Document, either from scratch or from a Document Template. This new Document will be automatically linked to the Action. When Editing an Action, click More > Create Document. A new browser window will open with the Online Document Editor.
Create the new Document as you normally would from this point. See Creating New Documents for information on this feature.
You also have the option to create a label or envelope by clicking on the toolbar in the Labels & Envelopes section of the Home ribbon.
This process completes just like Creating a new Document from any other section of AdvisorEngine CRM, except that this Document will already be linked to the originating Action.
Creating New Document Templates
This article covers creating a Document Template using the Online Document Editor. To see how to create Templates offline in Microsoft Word, see the article on the Template Kit. To create a new Document Template using the Online Document Editor: Use ...
Document Workspace Overview
The Document Workspace provides a location for you to view all the documents associated with a Record and make any necessary changes. The Document Workspace may be accessed globally or on an individual Record. The global workspace will allow you to ...
Creating New Documents
Creating a new document for a single Record from scratch may be started from a few different areas of AdvisorEngine CRM. If you wish to create and add a document for multiple Records simultaneously, see Creating Mass Letters. Go to the Document ...
Creating Single Letters
Launching the Correspondence Editor You can begin drafting an individual letter from multiple areas of AdvisorEngine CRM. Options include: Select a single Record from the Record Workspace. From the toolbar, choose Document > Letter. From within a ...
Creating Mass Letters
Selecting Recipients and Launching the Correspondence Editor Navigate to the Records Workspace. Use the row checkboxes to select the Records you wish to communicate with. You can use Grid Features and Searches to create a recipient list, combined ...