Managing Templates
Creating a Brand in Dezrez Post
In this guide, I will show you how to set up a brand in Dezrez Post. First, you need access to Dezrez Post. Follow this guide to learn how to setup Dezrez Post - Click here When you are in Dezrez Post tab, please click the button that says 'Brand'. ...
Creating an SMS Template
In this guide, I'll show you how to create the SMS template in Dezrez Post. First, you need access to Dezrez Post. Follow this guide to learn how to setup Dezrez Post - Click here Once you are in Dezrez Post, scroll down to the required section. In ...
Setting Up a Signable Document
In this guide I will show you how to setup a Signable document via Dezrez Post. Signable is a way to get your customers to sign documents online. This helps with the speeding up the process of getting signed documents back from customers. First, you ...
Adding a template with Merge Fields
In this guide, I will show you how to create a pack in Dezrez Post. We will be using an offer accepted situation situation in this example. First open Dezrez Post from the icon next to reporting Once this is open you can see a list of ‘Situations’ ...
Editing a Template within Dezrez 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. First, navigate to Dezrez Post so you can view all of the ...