What are embedded commands?


 

Embedded commands are lines that can be added to your document before printing to Zetadocs PDF that allow you to automate document sending.

 

By using embedded commands, you can:

Add message options to your document such as:
oEmail addresses
oFax numbers
oSubject lines
oEmail body
oFax Coversheet text
Add options to your document such as:
oStationery
oAttachments
oCoversheets
oTemplates
Add actions to your document such as:
oExcluding unwanted pages
oSplitting documents for multi-document sending
oSaving your documents in a specific archive location
oSaving your document with a specific file name

 

Why would you use embedded commands?

Embedded commands are used to make sending standard documents a simple process.  By creating templates within your standard word processing application, you can quickly and simply produce documents such as sales quotes that contain all the information you require. 

 

Once a template has been produced this can then be used by all members of a team or company ensuring consistency of information.  Additionally if a document or procedure is changed, this can then be updated in one centralized location.

 

Within the tutorial section of this help file you can find a number of examples of embedded commands being used in everyday tasks:

Mail Merge and Zetadocs
Sending Quotations from ACT!
Sending personalized marketing mailshots from ACT!

 

The list of documents that can have embedded command templates applied to them will vary depending on the type of business you are in, however, by taking the time to create these template, you can not only save your organization a lot of time in the long term, you can also ensure that your corporate standard is maintained across your company.

 

Related Topics

Mail Merge and Zetadocs

Sending documents as a batch

Sending Quotations from ACT!

Sending personalized marketing mailshots from ACT!

What are the embedded commands I can use?

How do I add embedded commands to my document?

Modifying ACT! Templates

Sample embedded command documents