How do I navigate between pages in a Print Template?
Posted by The Team at Mindmatrix on 23 June 2015 09:29 AM | |
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How do I create a Print Template?
Posted by The Team at Mindmatrix on 23 June 2015 08:49 AM Select the ‘Setup’ tab. In the ‘Templates’ section, select ‘Asset Templates’. Select the ‘Print’ folder. Click ‘Create’. Select personalization from the relevant dropdown. For e.g. None. Click ...How do I restrict access to pages in a Print Template for Contacts/Sales Users?
Posted by The Team at Mindmatrix on 24 June 2015 11:01 AM You can decide which page/s of the template will be available to the contacts/sales users. The ‘Page Management’ feature allows you to add rules (based on user/contact/company variable ...How do I create a copy of an image or text box in a Print Template?
Posted by The Team at Mindmatrix on 23 June 2015 09:14 AM How Do I Create a Copy of an Image/Text Box? Select ‘Layers’. Select the layer of the tool you desire. For e.g. a text object layer. Click ‘copy’ icon for the same. Click ‘Yes’. A copy ...How do I create a contract template?
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Posted by The Team at Mindmatrix This article details how to use the following ...How do I view reports for a print template?
From the Print Template gallery, select the template that you wish to view a report on. From the "More" dropdown menu, select "Report" The “Stats and Activities” graph will show the total number of times a user used a template. The “Usage Ratio” ...