TRUE Dashboard - an overview of menu

Menu

Overview - Overview.

See number of documents sent out and number of visitors (Referrals) on your documents.
See user activity over time, recent visitors (Referrals) and where they came from.

Send / Issue - Issue documents.

Select the document to issue, then select the Recipient(s) by uploading the excel file with the correct data or enter the recipient manually. When this is done - you will see a preview of created documents. edit and click Save if something needs to be changed and Continue when everything looks good. Confirm in last step to issue your documents.

You can read how to issue a document here.

Issued documents - Här hittar ni utskickade dokument.

Ni kan söka bland utskickade dokument, på mottagare eller tex kurs.
Ni kan läsa mer om olika statusar för dokument här.

Need Attention - Här hittar ni dokument som behöver er uppmärksamhet. Tex har mottagaren ändrat sitt namn, lagt till adress i sin profil etc. Notiser poppar upp om ni har ett dokument som kräver er uppmärksamhet, ni får även mail om detta 3 gånger i veckan.
Läs mer om tex namnändringar här.

Scheduled - Här hittar ni era schemalagda dokument, ni kan radera, se datum för utskick och förhandsvisa genom att klicka er in på önskat dokument.

Unconfirmed - Ännu ej verifierade dokument, GDPR ej godkänt av mottagaren tex. Detta är viktigt då mottagarens dokument ej skapas samt publiceras förens GDPR är godkänt.

Removed - Här hittar ni era borttagna dokument. 

Om ni klickar er in på ett av dokumenten;

- View Diploma Document Page - Denna knapp länkar till det färdiga, publicerade dokumentet. 
 - Options - Här kan man tex radera dokumentet samt skicka ett påminnelse-mail till mottagaren med länk till sitt dokument. 

Search among issued documents.
See status of individual document:
Green = Ready and approved.
Blue = Recipient has viewed the document but not yet approved.
Gray = Has not yet clicked on the link in the email and viewed the document.

Issued - continued:
You can view individual documents to see details about the number of Views, as well as details about if and when the Recipients has opened their emails etc.
On top of each individual document there are 2 buttons:
  'View Diploma Landing Page': the button links to the finished, published document.
  'Options': here you can Delete Document, and send a Reminder Email to the recipient with a link to their document.

Recipients - Your database of recipients.

Search and sort. Edit information (before they have approved a document - after they have approved, some data is locked and cannot be edited).

Statistics - In-depth statistics.

See traffic over time.
See number of issued and received documents.
See number of shares via the buttons next to the documents.
See when and where a documents was shared. 
See which plattform and documents generate the most traffic. 

Document Content - Content for the documents. Here are 3 menu choices:

Badges - these are emblems / seals / badges linked to documents - each badge has a "short code", ie what a badge is named. The correct "short code" must be written in the correct column in the excel file for the correct badge to be linked to the correct document.
Tags - A tag is a variable that can be used to create unique text next to the issued documents.
Keywords - Keywords are names for text generated on the documents. This can be controlled by a column in an excel file.

Design templates - Existing designs on documents.

See your existing documents, as well as their content.
Here you can create copies of already existing documents, if you want to make a similar document with a change of logo or other content.

Settings
Important information linked to your organisation. 

Customer settings
Company name, link your domain, language (choose which thing is next to the document), logo, colors, links to social media, SEO, and the recipients' privacy (you can give them the opportunity to set a password).

Custom domains - connect your domain - follow the steps described in this article:
https://support.trueoriginal.com/hc/en-us/articles/4405866182161-How-to-connect-a-Custom-Domain

E-mail settings - Send from your own e-mail address - (this step is recommended to be done by an IT-savvy person) - follow the steps described in this article:
https://support.trueoriginal.com/hc/en-us/articles/4406091267601-How-to-Issue-from-your-own-email-adress

Translations
The text next to issued documents, text in emails, and on the about page.

Landing Page
The page that displays individual documents.

About Page
the page that visitors access if they click on your logo on the "landing page". Feel free to describe your company and the types of documents you send out. Changed under "Translations" -> "About page" -> "Live editor" (blue button in the upper right corner).

Landing Page Text
"Landing page text" is the text that appears next to each issued document. Changed under "Translations" -> "landing page text".

Mail templates
All text that is sent as e-mail via TRUE's system.

Issue email
The email that is sent when someone receives a document.

Ready email
The email that is sent when the document is verified.

Reminder email
To send this, go to "option" above an individual document in the dashboard. This will trigger a new email remind the recipient to approve the GDPR and publish the document.

Users - The people with access to the dashboard.

Those from your organisation who have access to TRUE, as well as those who sign documents.
Add users by clicking "add user".
Different users may have different access:

Primary Owner
The person who creates the account automatically becomes the "primary owner" and has full access to all the account's functions.

Issuer
Full access to all functions - but can not delete documents without Primary Owner.

Technical contact
The person who is responsible for technology with you and only needs access to the technical functions.

Billing contact
The person responsible for receiving invoices.

Signer
A person whose signature must be selectable to insert on the documents. Signature is then uploaded under the profile.