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.

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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

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2. Navigate Module Loader

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3. Choose package file and upload

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4. Install package

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

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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

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Activate the Add-on

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

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2. Enter license key and click on validate button

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See Admin Guide

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