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2. Admin Set-Up - Template Manager & Profile Codes

Building Talisman for success

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Written by Robyn Neal
Updated over 9 months ago

Super-User Training has been designed for everyone. Whether you have never step foot in Talisman before, or you are wanting to refresh/improve your knowledge on how foundation workflows can be ran.

Top Tips!


​Go at your own pace - you can speed-up, slow-down pause and jump to any stage in the video. A few key points in the session are:
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0:00 Introduction

0:25 Profile Codes

6:03 Document Types and Tags

9:13 Emails and SMS Templates

14:15 Collateral and Non-Editable Documents

15:14 Building Merge Field Documents

17:27 Building Signatures

Check Out the Comments! - if you go into the hosted link, you will be able to access the video activity where e have linked to other useful articles.

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