by Unify Solutions

Ensure you are sending the right documents to your prospects and customers. With the PDF Template Viewer add-on, you can easily preview PDF templates before downloading or sending them to customers via email.

Cancel at any time!
Free Trial

Installation / Activation Guide

Installing the Add-on

1. Download Add-on package from your purchase

Login with Admin User in CRM and Go to Admin Panel

Installation-1.png

2. Navigate Module Loader

Installation-2.png

3. Choose package file and upload

Installation-3.png

4. Install package

Installation-4.png

5. Accept license agreement and click on commit button to install

Installation-5.png

6. After successfully install, Click to license to activate PDF Template Viewer or go to Admin panel and navigate Unify PDF Template Viewer Settings > License Configuration

Installation-6.png

Activate the Add-on

1. Go to Admin panel and navigate Unify PDF Template Viewer Settings > License Configuration

Admin-1.png

2. Enter license key and click on validate button

License-1.png

See Admin Guide

Saving Comment Saving Comment...
Rating
  • "hello I'm installing and I want to activate the license but I have this error: You are not authorized to view this page. Please contact your system ad..." - dcherdoiza

    Read More Reviews