Documents, Email & DocuSign

  • Manage Documents

    Documents are files which can be attached to an account, contact, opportunity, event, order and other areas across the platform. You can: Add Docu...

  • Document Templates

    Document Templates can be used to create or import pre-formatted and pre-written documents for use throughout Momentus Enterprise. Where you can us...

  • Add a Document From a Template

    After document templates have been created, they can be used to add standardized documents to events, accounts, orders and other areas of Enterpris...

  • Convert Word Template Document to PDF

    Word template documents can be created to automatically convert to a PDF when sent via email or added to a Documents tab. This allows you to use Wo...

  • Create Word Merge Documents Using the Office Add-In

    Word Merge uses the Ungerboeck Microsoft Office Add-In to use wildcards to import feature specific information into a document template. If you do...

  • Document Versions

    Document Version Control, also called Document Management, is when the latest version of documents as well as their past versions are stored in the...

  • Check In and Check Out Documents

    When you create a new document or you open an existing document for editing, the document is set to a Checked Out status. While the document is che...

  • Document Sensitivities

    Everyone can see documents which exist in Enterprise, but document sensitivities can be used to control who is able to view and/or edit documents. ...

  • Manage Emails

    You can send emails from Momentus Enterprise to your account and event contacts. You can also create templates to save you time and effort. For ste...

  • Send Emails

    You can send emails from Momentus Enterprise to your accounts and contacts. Emails are logged, allowing all staff to see communications with your c...

  • Send an Email on Behalf of Another User

    Momentus Enterprise allows you to select from different email addresses when sending emails to your accounts or contacts. You can use this when you...

  • Email Templates

    Email templates with reusable text can be created to streamline your email communications. You can also use wildcards and EZWriter tags to insert i...

  • DocuSign FAQ's

    Below are some of the more frequently asked questions about Momentus Enterprise's integration with DocuSign. How do I get access to DocuSign in En...

  • Electronic Signature Envelopes

    Electronic Signature Envelopes include information entered in the Send for Electronic Signatures window such the recipients, the documents, reminde...

  • Send Documents for Electronic Signature

    This article includes functionality released in the 2024.3 update. Momentus Enterprise has an integration with DocuSign allowing users to send...