”Document template”

We found 43 results!
Admin Guide

Email Templates (legacy use only)

…The emails used with the modules and features mentioned above are based on the email template selected. You can manage email templates in Settings → Email Templates. Creating Email Templates…

Admin Guide

Configuring GDPR Tools

…information directly from the contact card in CRM. For more information about creating document templates, see Managing and Creating Document Templates, and for information about writing tags, see Document Templates…

Admin Guide


templates used all around the system. — Automatic Emails Setting up emails sent automatically from Target Groups or Campaigns modules. Document Templates Creating and editing document templates used in modules….

User Guide

Mass Invoicing

…Invoicing Template in Sales Orders A new template for mass invoicing is created in the Sales Orders module by clicking the arrow right next to the New button and selecting…

Update Release Notes

2023-1 January Release Notes

…(additional settings panel) Mail Scanner now supports Microsoft OAuth 2.0 authentication Old template support removed on document template settings; Invitation event: Nametag Template 54x90mm A4, Namesign Template, Nametag Template HERMA…

Admin Guide


…Saving as a template is done by entering the edit mode of the existing workflow, clicking the Save as Template button and determining a name for the template. After this…

Technical Guide

The SOAP Interface

The SOAP Interface Introduction SOAP is a part of the CRM-service’s open Web Service interfaces. This document provides a technical overview to developers for integrating third party applications with CRM-service….

Admin Guide

Portal Settings

…All the email templates used in portal settings are created in Settings → Email Templates) Reset password template – the email template used, when the customer asks for a password…

Update Release Notes

2022-10, October Release Notes

…content; a new function for several automations and data maintenance procedures Downloaded document templates now show diaresis correctly Type fields in Organizations and Relations are no longer forced to be…

Admin Guide

Target Groups

…The person assigned to this group. If the target group relates to an email template, you will need to add the wanted email template to the field Send email template….

Admin Guide

Mail Scanner

…up the email template, which is used in the emails. This is done in Settings → E-mail Templates by editing the Change Comments template (see the picture below). The picture…

Contact Center

Contact Portal

…contact’s information, which will then be updated in the CRM right after saving. It is possible to send the contacts email templates that are branded for the company. Therefore in…

Admin Guide

Setting up the Discussion Tool

…button (see the picture below). In the email notification picklist, you can select the email template (for more information about creating the templates, see Email Templates) and in the automatic…

Technical Guide

CRM-service Active Directory Integration

CRM-service Active Directory Integration General This document describes the high level design of Active Directory integration. The implementation of AD-integration covered in this document does not contain single sign on…

Technical Guide

CRM-service CIWS Library for SOAP

…class Program { static void Main(string[] args) { CrmSettings.SearchManager.SetBuffer(int.MaxValue); //code } } }   All available methods All available methods can be found from CRM Integration Webservice documentation page: https://yourCrmSite/CrmIntegrationWebservice/service.php?class=documentation…

General Terms

…imported to the Service. File denotes documents of any kind (images, spreadsheets, text files, etc.) that are uploaded to the Service by the Client, and are usually associated with a…

Service Security Overview

…information, constantly monitoring and improving our application, systems and processes to meet the growing demands and challenges of security. This document outlines some of the mechanisms and processes we have…

User Guide


E-Signing E-Signing is a separately activated feature, which allows the entire signing process from document management to signing and storing of signed documents to be handled within CRM. No separate…

Update Release Notes

6-2022, June Release Notes

…individual contacts in the new interface You can now use a module tool in the contacts module to send an email template to an individual contact. The tool can be…

User Guide

Managing events with mass-events module

CRM-service provides a tool for event management called Mass Events. The tool is used in cooperation with contacts (the attendees), surveys, e-mail templates, and invoices. The registration form CRM-service provides…

Admin Guide

Files – How to activate it to your CRM usage

…is necessary to find under that invoice entity in CRM. Customer-signed documentations are under that customer. Therefore the related list is needed to build to all those modules the module…

User Guide

Filters in legacy interface

…Creates a new filter. Copy – Copies the current filter to use as a template for a new one. Edit – Edits the current filter. Primarily you can only edit…

Update Release Notes

*2023-02-02 February Release Notes

…that the work is started. Entity Selection Pop-Up fields are as default the same as in the Default list on filters; Campaign, Spaces, Files, Vendors, E-mail templates and Mass-Events Entity…

    Combined Shape