Required Permission: Edit Deal Docs and Manage Store
Need to add a new document your team can print from the customer card?
Here's how:
Video
Step-by-Step Instructions
1. Click on your user account button and select Store Settings.
2. From the menu on the left select Documents. Then select the Upload File button in the upper right. This will open your folders, allowing you to select the document you want to upload. Files must be in PDF format.
3. After selecting the file, DriveCentric adds it to your template list, where you can edit it.
Title - Clicking on the edit pencil will let you change the title of the document that other users will see.
Categories - Selecting categories will add this document to that specified category. When users click Documents on the customer card, they can select each category, choose to print all documents in that category or select individual documents in that category list. Documents can be added to more than 1 category.
Status - The new document defaults to "Draft" status when uploaded, which means that it is not ready to be printed from the Customer Card yet. Once all edits have been made, selecting Publish from the additional options menu found by clicking on the three vertical dots will set the document live for your users at your store to print.
