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4.6.4 Document Type in Media Configuration
4.6.4 Document Type in Media Configuration
If you change the document type of your media campaign the second page of your PDF will be labelled accordingly.
The standard options are
Proposal
Offer
Offer Confirmation
Cancellation
For example if you select Order Confirmation
your PDF will have the headline: Order Confirmation
Workflow
Additionally you can have your administrator "activate" the three ADvendio Workflows to automatically change the Field Document type depending on the Probability (%) using the following rules:
< 100% AND > 0% = Proposal,
100% = Order Confirmation,
0% = Cancellation.
More information here: 7.5.5.5 Automate setting the Document Type.
, multiple selections available,
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