Managing Templates
Creating a Brand in Rezi Post
In this guide, I will show you how to set up a brand in Rezi Post. First, you need access to Rezi Post. Follow this guide to learn how to setup Rezi Post - Click here When you are in Rezi Post tab, please click the button that says 'Brand'. Here you ...
Creating an SMS Template
In this guide, I'll show you how to create the SMS template in Rezi Post. First, you need access to Rezi Post. Follow this guide to learn how to setup Rezi Post - Click here Once you are in Rezi Post, scroll down to the required section. In this ...
Setting Up a Signable Document
In this guide I will show you how to setup a Signable document via Rezi Post. Signable is a way to get your customers to sign documents online. This helps with the speeding up the process of getting stuff back from customers. First, you must go to ...
Adding a template with Merge Fields
In this guide, I will show you how to create a pack in Rezi Post. We will be using an offer accepted situation situation in this example. First open Rezi Post from the icon next to reporting Once this is open you can see a list of ‘Situations’ that ...
Editing a Template within Rezi Post.
This section will show you where to navigate, so you can edit an existing template. You may want to edit an existing template to make changes to the letters or emails within the system. Open Rezi Post (Navigate to https://rezipost.dezrez.com ) so you ...