Related Articles
Documents
Use the Document Manager workspace to store, organize, and modify documents that are not associated with a specific entity. A document is an object in Gorilla 5 that is used to store computer files, such as Microsoft Word, PDF, or image files, as ...
Batch Operations
Batch operations, such as batch printing or batch emailing, are actions that you perform on a group of contacts, households, companies, or users at the same time. Batch printing or emailing streamlines the creation and distribution of documents by ...
Send an Email
Note: You MUST have an active SendGrid account. If you do not have one already, please see How to Sign Up for SendGrid The system addresses the email to everyone from the related activity's For and Assign To fields. To send an email related to an ...
G5 Letter has Track Changes Activated
Problem The letter will complete with errors when sent through the G5 printing process. Cause There were unaccepted track changes still marked up on the document. Note: This is not the only cause of the above problem, just one possible cause. ...
How to Move a Letter to a Different Folder
Go to the Document Manager. Click on the name of the letter you want to move. Click the Select button in the folder field. Select the new folder you want the letter moved to then click OK. Click OK when finished.