How do I view existing documents?
In order to view and/or download existing documents in the back office, please follow those steps:
- Log in to the back office
- Click on Settings tile or cog icon in the top right corner
- Click on Documents tile
- Click the download icon
- The document will save on your local drive
I am not sure which document is used on a template - what do I need to do?
If you are unsure which document/version is used please view or edit the email relevant template (Settings > Email templates). The documents attached to the email are displayed in the attachments section at the bottom.
I cannot see the options mentioned above. What do I need to do?
This might be due to your level of access. In order to enable the options please submit a ticket via Zendesk help centre for Advorto to action the change or speak to your local super user.
What is a global document?
A global document is a document that may be used by any system user, whereas personal documents are only available to the currently logged in user.
Can I update global documents?
Only super users are able to update documents in the back office - Settings > Documents. Click the Edit icon to edit an existing document and replace the file used where required.