Q&A: Switching to Digital Document Rack

Have you ever had a member stop by your branch with a brochure featuring an outdated offer or had a bulky email attachment get blocked by spam filters?

As the world moves toward the era of paperless communication, we want to let you know that there’s an easier way to house a collection of documents and make them available for members- the Digital Document Rack.

A module in the DocuMatix Product Suite, the Digital Document rack acts as hub where you can upload PDF documents into specific folders and link to the entire document rack or just a single document within it.

If you’re interested in going digital, here are some questions we’ve received that might help as you get started.

 

qa

 

Q: How do I transfer all my paper brochures to the Digital Document Rack?

A: It’s pretty simple:

  1. Scan all documents and save them as PDF files.
  2. Select the ‘Documents’ tab once you’re logged into the DocuMatix tool
  3. Click ‘Add’ at the bottom of the screen
  4. Fill in the name and description, then select the folder you would like to put it in.
  5. Update and you’re done!

 

Q: Can I update a brochure without changing the link?

A: Yep, simply right-click ‘Edit Document’ to upload an updated version without changing the link that leads to where it’s housed.

 

Q: How do I send out a digital document?

A: Once you’ve uploaded a document into the rack, simply grab the link and insert it into an email you’re creating.

*Design tip: To draw attention to the document, create a call-to-action button in the Email Wizard tool that links to your document when clicked on.

 

Screen Shot 2013-06-26 at 2.50.40 PM

 

Q: Is it possible to link to brochures housed in the Digital Document Rack in an email?

A: Yes! In fact, we recommend adding a Digital Document Rack link to documents in your email instead of adding them as an attachment- which can sometimes go unseen.

 

Q: How many brochures can I upload?

A: An unlimited amount! Go crazy, upload everything you have available…we won’t stop you.

 

Q: What are some other ways I can use the Digital Document Rack?

A: One great idea we’ve seen is using the DDR in conjunction with our Secure Web Forms and DocuMatix Email Manager to enable a call center representative to email your brochure to consumers immediately after a phone call. For more details on how to set this up, just shoot us an email at social@documatix.com or give us a call.

Anything else you’d like to know? Leave a comment below!

 

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