Managing and Creating Document Templates
General You can manage RTF, PDF, Excel (XLSX) and ODF/OOXML templates used in the CRM system in the Document Template settings: Settings → Document...
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Document Templates – Convert ODF / OOXML to PDF
General An admin user can create a conversion tool in the Document Templates that converts ODF/OOXML files to PDF when you... -
Document Templates – Using Tags in ODF/OOXML Templates
General For example the Word (.docx, .rtf) and Excel (.xlsx) files and PDF and Open Document format files can be used... -
Configuring GDPR Tools
General The European Union’s general data protection regulation (GDPR) came into force in May 2018 and placed demands on how...