Required Permission: Edit Deal Docs and Manage Store
If you have a new document that needs to be available for your users to print follow these simple steps to add it to your Deal Docs.
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To add a new document to your deal docs watch the video below or use the step-by-step instructions.
Step-by-Step Instructions
Click on your user account button and select Store Settings.
From the menu on the left select Deal Docs.
Click the Add Document button.
Select the file. Files must be in PDF format.
Select the Group for the document. Available groups are: New, Used, Trade, Other, Uncategorized. Groups are not customizable.
Select your document type. See Documents Types for details on each available type.
Enter a name for the document.
Click Save.
If you have any questions about the Roadmap to the Sale icon, please reach out to your Customer Success Team by clicking on the Support Icon found in the bottom right-hand corner of DriveCentric!