Recent Articles
Document Search: Advanced Category-Based Search
In Perfect Doc Studio, the Document Listing page provides multiple categories and filters to help users quickly locate the documents they need. By default, the Home view displays the complete list of available documents. A dedicated navigation panel ...
Creating Rule-Driven Emails Based on Business Logic : Element level
Applying Element-Level Business Logic Users can apply business logic directly to individual elements or group multiple elements together and apply the logic collectively. Grouping Elements: 1. Select the elements you want to group: 2. Hold the Shift ...
Creating Rule-Driven Emails Based on Business Logic : Block Level
Applying Block Level Element Logic: Naming the section: In the email structure, each section is regarded as a block. Therefore, prior to applying any rules to a particular section, it is essential to assign a name to that section. Hover over the ...
Generating On-Demand Documents and Emails Using PDS Forms
PDS Forms enables business users to generate on-demand customer communications instantly, without waiting for batch jobs. By selecting a template, channel, and language, and entering the required values, documents and emails can be generated and ...
Initiating Transactions from Communication Channels
In Perfect Doc Studio users can initiate bulk transactions for a document directly from the Channels section without navigating to different channels. If a document has an email and a short message configured within the same channel users can upload ...
Popular Articles
Triggering Emails Through Excel Uploads
The system offers a straightforward way for users to trigger personalized Emails by uploading customer data via Excel sheets. This feature is particularly beneficial for small businesses that lack access to third-party API systems. It streamlines the ...
Intro to Data Variables & How to use them?
In Perfect Doc Studio, variables are managed at a global level, as demonstrated in the accompanying video. The system features entities that house variables, defining all relevant data variables for your business. This ensures the consistency of ...
Document Template Creation
CREATING A NEW DOCUMENT TEMPLATE We can create a new design in two ways: by clicking the "Start Designing" button on the home page, or by navigating to the design system in the menu and creating from the documents section. Follow these steps: 1. ...
How to Translate Your Document Template into Multiple Languages?
Perfect Doc Studio allows you to easily translate and generate your document templates in multiple languages with just a single click. Before proceeding, ensure that the Auto Translation feature is enabled in the system. Click [HERE] to learn how to ...
What are the different user roles in the system and their access controls?
In Perfect Doc Studio, a team can have an unlimited number of users. This ensures that each user has a defined set of roles, responsibilities, and permissions within the system. Assets such as templates, images, and fonts are managed based on the ...