Overview - Overview.
See number of documents sent out, and number of visitors (Referrals) on the documents.
See user activity over time, recent visitors (Referrals) and where they come from.
See latest logged in colleagues (Users).
Send / Issue - Send documents.
Select the document to send/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, select "Save & Continue" if everything looks good, and click Send as the last step to send out to the selected recipients. (This process can be also be done via API, a connection between your database and TRUE system).
Issued - Documents already sent to Recipients.
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.
Important information linked to your organisation.
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:
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:
The text next to issued documents, text in emails, and on the about page.
The page that displays individual documents.
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".
All text that is sent as e-mail via TRUE's system.
The email that is sent when someone receives a document.
The email that is sent when the document is verified.
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:
The person who creates the account automatically becomes the "primary owner" and has full access to all the account's functions.
Full access to all functions - but can not delete documents without Primary Owner.
The person who is responsible for technology with you and only needs access to the technical functions.
The person responsible for receiving invoices.
A person whose signature must be selectable to insert on the documents. Signature is then uploaded under the profile.