Adding a New Document
- Alom Hussain (Unlicensed)
- Miles Ridley (Unlicensed)
Adding a Document
You can now manage, upload and tag your own documents in Accelerate.
To begin, head to Settings - Organisational Settings - Documents.
Click Add Document and this page will appear:
Before uploading your PDF, you need to make sure it is optimised for the system - you can find our guide on this here.
Choose a Document Type, the amount of pages, Orientation, Choose a File and then provide it with a Description - these are the minimum details needed to load a document.
The filename field can be set up in your Settings.
The Document ID will be populated by the system when you hit save.
The Published tick box next to this ID determines if the document is published on the system for use, we recommend you do not tick this until you are finished with any changes.
The Case Mgmt tick box is only for Case Management users, if this box is ticked the document will be available for use in the Case Management module.
For this example I have left the product types unticked so the document will be available for all product types, if you are loading product type specific documents you can tick any of these boxes and the document will only be available for matching products.
If you have documents that specify with/without maintenance, you can make this selection so the correct documents will appear based on the maintenance type on the deal.
If you have brand specific documents you can also choose the correct brand for each document. If you leave this blank, the document will be available across all brands on your system.
The Auto create tick box is Deprecated - Do not use this.
The Suppress Opp Send tick box - If this box is ticked you will not be able to send the document from the Opportunity screen.
The Force Quote Level tick box - If this box is ticked it will allow you to send documents from a quote regardless of if there are orders attached to that quote.
The Force Quote Level tick box- If this box is ticked it will allow you to send documents from a quote regardless of any orders that may be attached to the quote.
E-Sign Flow is for documents that will have e-sign elements, you can chose how the document will need to be signed from the dropdown.
You are now ready to start tagging your Document!