Basic Document Editing
Learn how to customise document templates so your compliance documents can be created with the click of a button.
NOTE: Connective Credit Reps are not allowed to edit compliance documents, (please query this with compliance@connective.com.au if required).
If you are unsure if your documents are compliant please email "compliance@connective.com.au"
If your documents are not working as expected feel free to create a ticket or start a chat with the Mercury Helpdesk
It's advisable to view this webinar in HD to avoid blur. Click on the 
button >> set the Quality to 720p
button >> set the Quality to 720p
Advanced Document Editing
Learn how to use the document <<tags>> to create your own templates which can draw data from the CRM automatically.
It's advisable to view this webinar in HD to avoid blur. Click on the button >> set the Quality to 720p
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