Info: 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 menu bar, then scroll to the ‘Library Documents’ dropdown and expand this:
Then click ‘Add Document’ and the following menu will be displayed:
Fields and meaning
Fields and meaning
Fields | Meaning |
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.
Attaching a Library Document to an Email
When sending an email, under the ‘Attach Library Documents’ dropdown, you can select one of your uploaded Library Documents to attach to your email:
Info: You can select multiple library documents and they will be sent with your email!
Renaming Library Documents
To edit the name of your library documents click ‘Settings’ in the menu bar, then scroll to the ‘Library Documents’ dropdown and expand this:
Select the document you wish to edit by clicking the pencil icon on the right hand side.
Enter the new document name in the description box at the top of the page and click 'Save'.
