Documents
Learn how to turn your data into professional, personalised documents in just a few clicks using Document.
About this course
Duration
4
min
Lessons
2
In this course, you’ll learn how to create and manage document templates that pull real data straight from your SwiftFox contacts and organisations. We’ll walk you through building templates in Word with the SwiftFox add-in, uploading them to your CRM, and generating ready-to-send documents — either from individual profiles or in bulk using List Builder. You’ll also pick up time-saving tips for organising your templates and keeping everything consistent across your team. By the end, you’ll be confidently creating accurate, polished documents that look great and save hours of manual work.
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