Editable Documents in UpMail are primarily utilized to incorporate editable contracts or agreements into your emails. By uploading the standard document to the Editable Documents section within the Content Library, you can customize the editable document according to the specifics of the email you are sending. This feature streamlines the process of including personalized and tailored documents in your email communications.
Only UpMail Champions can create Editable Documents via the Content Library.
To create an Editable Document, go to your Content Library and select 'Editable Documents' on the left menu.
Select the 'Upload new document template' button.
Enter in a name for the document and upload the file. Please note that the document must be a docx or doc file.
Select the 'Create editable document template' button.
You will be taken back to the Content Library where you can click on the pencil icon of the document you just uploaded to edit it further essentially creating a supporting content item.
From the edit page you will be able to:
- Edit the Name
- Add a Label such as 'Click to View Contract'
- Add Image Alt Text
- Add Tags
- Select a Category
- Add Image for Supporting Content
- Edit the Document in Google Docs
Once saved, you have created your Editable Document and can return to the Content Library to edit the document or supporting content item further if required.
Please note:
- You are able to add an e-signature to an Editable Document within the email editor.
> Click here to learn more about adding a e-signature to an editable document
- If you would like to add merge fields to your document, we recommend using an Editable Webpage.
- To remove an Editable Document from your Content Library, click on the pencil icon to edit the document and select the 'Remove' button.
- Before sending an Editable Document, please preview the Editable Document in the email composer. The formatting of the document may change in the editor vs the preview and require some adjustments.