Required Permission: Edit Deal Docs and Manage Store
Within your deal docs you can add tokens which can populate data from customer profiles, deal cards, user profiles and your store settings. Documents can also be set up to provide fields for the salesperson or user to manually type in the data needed.
In this article we'll cover:
Top Menu Bar
To edit a deal document select the document and click the edit button:
Editing Options:
Top Menu Bar
File - Allows you to Save, Save and Download, and Print
Edit - Allows you to Hide Highlights, access Documents Information, and Document Security
Tools - Provides access to editing tools. Options in this menu are also available on the editor options tabs.
View - Change your zoom
Editor Options Tabs
Insert - Allows you to insert: text, images, links, shapes, form fields and freehand. Provides white out option to remove data or images from the document. The Text option should be utilized instead of the Form Field option when the data is static and will not change regardless of user or deal. | 
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Annotate - Add sticky notes with comments and highlights to the document. | 
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Page - Reorder pages in the documents, rotate pages, append the document with new pages and crop pages. | 
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Side Bar Menu
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Form Fields
There are five form field objects that can be inserted into a deal document:
Text - Allows use of Tokens to auto fill data from the customer deal card, customer profile, customer desk, user profile and store settings. Without a token allows the end user to manually input data in their print dialogue box.
Checkbox - Creates a check box that allows the end user to manually check off items. Some tokens will activate the check box including but not limited to: DV_VehicleUsedCheck and DV_VehicleNewCheck
Radio - Similar to a checkbox but produces circle objects that only allows for the selection of one radio box. If the user needs to be able to select multiple options use a checkbox.
Dropdown - Allows users to select from a list of available options in a drop down menu. Field options are edited in the Object Properties menu.
Listbox - Allows the user to select from a list by clicking on an option. Similar to a Dropdown but allows users to see all options at one time. Update the options in the list through the Object Properties menu.
Adding Token to Deal Docs
Tokens allow the system to auto fill data from the customer deal card, customer profile, customer desk, user profile and store settings.
To use tokens first you must insert a form field text box.
Once in the document editor click on the form field option under the Insert tab.
Select the type of form field you want to create. If inserting a token the type needs to be Text.
Click Select.
Click the document where you want to insert the form field box. Resize and move as necessary to fit the space on the document.
Right click on the form field.
Select Object Properties.
From the Name field drop down select the token you want to use in the form field.
Click OK
Edit the font style and size as needed to fit the largest amount of data the field may need. Font size options include Auto to autosize based on the amount of data in the field.
After inputting all form fields and selecting tokens to save the document click the disk icon on the sidebar menu, click out of the document and click the Save button on the document dialogue box.
Re-ordering Pages (Moving Pages)
To reorder the pages in a multi-page document in the document editor click on the Page tab and select the Move option. Select the new position for the page and click Select.
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!