You can import PDF and Word documents to populate them more quickly as shown in this legal contract, for example.Try it
About this Example
This sample shows how users can create personalized correspondence in the Ecrion CCM platform in a user-friendly, guided manner, that reduces the chance of errors and ensures compliance with standards.
How to Use
- Start by filling out the form on the left; click the search icon to lookup contacts.
- The live preview is updated in real time.
- The current field is highlighted in the live preview.
- You can switch the live preview between the different communications that are being generated.
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