The powerful Document features on the DiGi-SecureTrak site
allow for the creation of various types of document in PDF
format.
With the Document system you can...
- Creation of new templates and the modification of existing templates.
- Automatic addition of information to the created document, including
information such as Lead Name, Lead Address, Maximum Loan Amount,
Who Performed the Valuation etc.
- Store documents created from templates within the Lead Detail, allowing
easy access to any existing documents as well as the facility to edit the
stored docuements from templates.
- Convert notes about a specific lead into a PDF document and download them.
