Adding Library Documents
- Alom Hussain (Unlicensed)
- Matt Sullivan (Unlicensed)
- Lauren Strang
Library Documents are a feature of Accelerate which enables storage of attachments of any type, that can then be sent out with a quote, or any other email you send from the system. Ideal for proposal forms, company brochures, terms and conditions, complaints procedures and any other documents you want to send to prospects or customers.
Note: Only Administrators can upload documents, but once uploaded they can be sent by any user.
Uploading Library Documents
Click ‘Settings’ in the top menu bar, then scroll to the ‘Library Documents’ dropdown and expand this:
Then click ‘Add Document’ and the following menu will be displayed:
Upload the file of your choice - and you can choose which option you wish to assign your document to.
Attach To - Here you can select which type of documents you wish your library document to automatically be assigned to
Product Type - Here you can select what products to automatically assign your library document to
Asset Type - Here you can select which Asset Type you wish to automatically assign your library document to
Once you are done, click ‘Upload’. Your document will be saved and displayed under the ‘Library Documents’ dropdown.