What is the Document Rack?
The Document Rack provides a centralized storage location for PDF documentation (e.g. brochures and sales forms). This is ideal for you to keep the correct copy that can be referenced by your customers or internal staff. These documents are readily available to be used as links within emails, web forms, surveys, etc.
For example, a customer could receive a brochure with more information about mortgage loans.
How do I set up the Document Rack?
To learn more about setting up the Document Rack, click here.
How do I set up a Web Form email using the Document Rack?
To learn more about setting up a Web Form Email using the Document Rack, click here.