Documents and Files

Dalibor Ivkovic avatar Phillip Djukanovic avatar Messias Colle avatar +4
20 articles in this collection
Written by Dalibor Ivkovic, Phillip Djukanovic, Messias Colle and 4 others

DOCX to PDF alignment tips

Potential conversion problems when produced pdf file doesn't match docx version 100%
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Compliance Documents Error/Labels

'Some of the required types of compliance documents are not added' showing even though I have created the documents
Matthew avatar
Written by Matthew
Updated over a week ago

Adjusting Document templates

Branding documents
Mina Rakocevic avatar
Written by Mina Rakocevic
Updated over a week ago

Edit logo with Pixlr to use in organisation

How to adjust your logo in PIXLR online image editor for uploading to organisation settings
Lilly Lausevic avatar
Written by Lilly Lausevic
Updated over a week ago

How to download documents?

How to download documents from your deal
Mina Rakocevic avatar
Written by Mina Rakocevic
Updated over a week ago

Produce compliance documents as PDFs

How to produce docx templates documents as PDFs
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Creating your application form

How to create a system generated application form
Messias Colle avatar
Written by Messias Colle
Updated over a week ago

Additional fees and charges

How to add additional fees and charges and show them in documents.
Zac Munjiza avatar
Written by Zac Munjiza
Updated over a week ago

How to print documents (hard copy)?

Printing documents, document download/ renaming/ deleting.
Mina Rakocevic avatar
Written by Mina Rakocevic
Updated over a week ago

Using eSignature template tags

How to set your document templates to populate signature, date, text fields and checkboxes automatically.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Preview PDF not working in Library

How to disable pop-up blocker to show generated PDF for Quick Tools in Library
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Lock File feature

Use Lock file action on Documents to prevent them from being shared, downloaded, amended or deleted by other users until you unlock them
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Producing and Sending Compliance Documents from Deal View

Producing and sending compliance and merge documents within a deal
Messias Colle avatar
Written by Messias Colle
Updated over a week ago

Using eSignatures: Signing documents in Salestrekker

Signing documents and eSignatures. How to request signature and set process up. What options do you have for signing.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Apply Document Merge to a Deal (Automation)

Merge document template to a deal automatically. Automate data export from Salestrekker to document. Documents automation in Salestrekker.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Document Merge (Manually) - Create documents and print out information

Merge documents. Print out document templates. Export data from Salestrekker to specific document. Create documents in Salestrekker.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Document merging - create and upload templates

Draft and create documents from data already in your CRM. Export data from Salestrekker without copy/paste.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

eSignature feature does not work for me

What to do if you could not request documents to be signed using eSignature (HelloSign)
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

How to have document signed by multiple clients?

How to get needed e-signatures for all clients (husband and wife for example) in same document.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Adding merge template documents

Add a word document or a fillable PDF template to produce documents in Salestrekker
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago