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PDF category

(Email and letter templates)
 
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Topics in overview:

Contact management
Group management
Address import and export
Selection - a central contact management tool
Customer loyalty by means of communication
Email and letter templates
Lead manager
Appointment and task management 
WebConnector: website connectivity
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Related topics:

Email:
Category management
Template management
PDF:
Basic document settings
Category management
Template management
System:
Editing system emails
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Overview of PDF categories

a) Click the 'templates' icon on the top right and select the 'PDF' tab, then the 'Categories' tab.

b) Clicking a category opens further options. Click 'Edit' to edit a category.

c) Delete the selected category.

d) Save your changes.

e) Create a new category.



 

Creating a PDF category

Select 'Add category' in the overview to create a new category.



 

Creating a new PDF category

a) Select whether you would like to create a new main category or a subcategory below an existing main category.

b) Enter a name for the category.

c) Enter a description for the category.

d) Save your entries.

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