Documents
Documents Overview
The Documents features of AdvisorEngine CRM allow you to store any files that are needed and relevant to a particular Record. This could include all correspondence history, important forms, or anything else you find necessary. Note: The help ...
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 ...
Adding or Editing Document Folders
AdvisorEngine CRM’s Document Storage system provides access to folders for sorting and storing your Record files. However, the folder system does not function the same as your local computer storage. This article will describe how to work with the ...
Online Document Editor
AdvisorEngine CRM features an online Document Editor for use in creating emails, letters, envelopes, labels, or just general documents. Though the features vary slightly depending on the purpose for which you are using the Editor, the functionality ...
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 ...
Uploading Documents
In addition to storing documents created within the system, AdvisorEngine CRM can also store documents uploaded to a Record for archiving and future reference. Documents must be associated with a Record and therefore stored in a Record’s folder ...
Editing Stored Documents
If changes need to be made to a document stored in AdvisorEngine CRM, the following shows your options and steps for updating stored files. Online Document Editor If the file is a compatible type (DOC, DOCX, and a handful of other text-based ...
Linking Documents to Actions
AdvisorEngine CRM gives you the ability to link Documents to Actions. When viewing the Action, the Document will be referenced and may be opened directly from the Action once it is linked. When linking a Document to an Action, you have the option of ...
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 ...
Document Templates Overview
Document Templates allow you to efficiently pre-fill and pre-format emails, letters, envelopes, labels, or any other document that uses regularly repeated information or merged data. AdvisorEngine CRM includes a number of pre-built Templates that you ...
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 ...
Using the Document Template Kit
This article covers creating a Document Template for AdvisorEngine CRM offline through Microsoft Word. Though this provides access to all the features and familiarity of Microsoft Word, it is a more complicated process than creating a Template online ...
Removing JavaScript from PDFs
For security purposes, PDFs containing JavaScript (JS) code cannot be uploaded to AdvisorEngine CRM. To create a file that can be uploaded, either the code must be removed using Adobe Acrobat, or a new copy must be exported without the JS features. ...