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  1. UpMail
  2. Platform Features

Platform Features

Discover the robust features of UpMail including tracking/reporting and electronic signatures.

Corporate Template Gallery

  • Creating Templates for the Corporate Template Gallery
  • Using Templates from the Corporate Template Gallery

Editable Documents & Webpages

  • Creating & Editing an Editable Document
  • Creating & Editing Editable Webpages
  • Adding an Editable Document or Webpage to an Email/Template

Tracking & Reporting

  • Understanding the Reporting Dashboard
  • Sent Email Activity/Tracking
  • Using the Conversion Measurement Feature (Status Icons)
  • Understanding the Engagement Page
  • Multi-Property Account Stats/Reporting
  • Enabling/Disabling Email Opens & Click-Through Tracking
See all 7 articles

Electronic Signature

  • Adding an Electronic Signature to a PDF
  • Adding an Electronic Signature to an Editable Document or Webpage
  • Configuring Recipient Settings for Electronic Signatures
  • Setting/Changing the Expiration Date of an E-Signature Document
  • After Sending an E-Signature Document
  • Resending or Cancelling your e-Signature Document

Meetings & Events Module

  • Introduction to the Meetings & Events Module
  • Types of Meetings & Events Tables
  • How to Edit Meetings & Events Tables
  • Importing Data from Delphi or Oracle Opera into Meetings & Events Tables 
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