How Can We Help?
Doc Folders and Templates
Adding Docs to a Doc Folder
Navigate to the doc you want to add to a doc folder. Click on the four dots next to the New Doc button, then select Add to Folder. You can then select the folder you want to add the doc to.
Creating Doc Folders
To create a doc folder, click on Administration in the main menu and then select Messaging Docs. Click on the Doc Folders tab.
Here you will see the current list of existing doc folders on the right. On the left side you can create a new doc folder. Just fill in the name you want for the folder, then use the toggle to decide if it will show up in the menu or be private.
Once you create the folder, you can create another folder or go to your docs and add them to the new folder.
Creating or Modifying Doc Templates
Creating a Doc Template is the same as creating a doc from blank. The only difference is when you are saving the doc you should select As Template from the dropdown menu.
To modify a doc template, navigate to the Messaging Docs section in the Administration menu from the main nav. Go to the Doc Templates tab.
Then simply click on the name of the doc template you want to modify. From there you can click the Edit button to make changes to the template using the Doc Builder.
Refer to Creating and modifying Docs to see how to edit filters and sections in the Doc Builder.
|Viewer||View folders; use templates|
|Contributor||View, edit, create folders; use, edit, create templates|
|Author||View, edit, create folders; use, edit, create templates|
|Editor||View, edit, create folders; use, edit, create templates|
|Admin||View, edit, create folders; use, edit, create templates|