DOCUMENTS RELEASE NOTES

RELEASE DATE: 4.19.2017

VIDEO: DOCUMENTS OVERVIEW

The Zerion Document Service allows for custom documents to be created using Word, Excel, PDF, or Build your own. Documents can then be delivered to multiple contacts. This video will give you a quick overview.

highlights

• Introducing Zerion Documents. Save time by generating custom documents and delivering them to multiple destinations.
• Upload your Own Templates in Word, Excel, PDF, and more.
• Build your own document in the online document builder
• Documents can be outputted in the following formats
• Word
• PDF
• Excel
• Images
• HTML
• Email
• Send your documents to multiple destinations
• Mail - Email, CaseMail and Lob.
• Storage - Amazon S3, Box, Dropbox, Egnyte, Google Drive, NetDocuments, ShareFile, SpringCM, and SFTP.
• Signing - Adobe Sign, Docusign, e-SignLive, GetAccept, HelloSign, RightSignature, SignNow.
• CRM - Salesforce, Clio, Infusionsoft, Pipedrive and Podio.
• Webhooks

For more information on Documents, click HERE.