Defining Document Filenames
- Alom Hussain (Unlicensed)
- Miles Ridley (Unlicensed)
- Matt Sullivan (Unlicensed)
Accelerate allows you to change the name of the documents that get sent to your customers!
To do this: Click ‘Settings’ in the side menu bar, then click ‘Organisation Settings’, then scroll to the ‘Documents’ section:
Here you can see all the document templates that get created when you click ‘Create Document'. When the documents are created it is defined by: document type, product type and brand.
Any document with the field ‘Published' marked as 'Yes’ will be generated when pressing 'Create Document' if the corresponding conditions are met.
If you ever want any document to stop being generated or to start being generated, please contact us via the QV Systems Support Hub
To change the name of a document, click the pencil icon on the document of your choice and enter a the name of your choice in the ‘Filename’ field!
