The commercial documents and emails you transmit from Fact are much more than simple information supports. They reflect the identity of your company and testify to your professionalism. 

Indeed, it is through them that your customers perceive your company.

Fact allows you to personalize your mails and documents so that you can adapt them to your recipients, your industry, and your brand.

To do this, go to the "Customization" section in the Settings.

Customization of documents

In "DOCUMENTS" section of " Customization", you can access the list of your templates:

If you have several templates, the favourite template is highlighted in the list with a star. This is the template that is applied by default to all the documents in the folder.

From this screen, you can perform various actions:

You can create a new template from the create button at the top right.

From the actions available under each template thumbnail:

• Show a preview of a template
• Define another favorite for the folder
• Delete a template (if it is not a favorite)
• Edit a template
• Create a new template.

Customize email templates

Fact enables documents and reminders to be sent to customers by email. 

In "E-MAIL" tab of the " Customization" section, it is possible to access and edit email templates.

When you send a document or a specific reminder, the email template set up in the Settings automatically pre-fills your email form. You can edit it to customize it as needed.

On the other hand, when sending documents or mass reminders, the templates defined in your settings are automatically transmitted without any possible changes.

To customize your email templates, follow these steps:

1. Click on “Settings”, “Customization” and then on “Mails”
2. Modify the object and the body if necessary
3. Click on “Save” to validate