In Upland Qvidian, architecture refers to creation and management of document types that support the created documents (projects) your users will be building out of Upland Qvidian. By creating a document type you can design a structure that allows for both consistency and flexibility for your client-centered documents. You can assign the document types to Document type categories to make them easier for users to locate when creating a document. You can control the formatting of the created documents by creating a Microsoft Office Template and Templates.
Upland Qvidian offers a variety of options to create document types to fit your organization’s unique needs, including:
- Merge codes that allow for custom words or phrases to be included in your content for each individual client.
- Related lists that pull content from your Salesforce instance.
- Selection driven content.
- Custom drop down lists that to reflect your internal workflow help in tracking progress on documents and RFP questionnaires.
You can save a time and create the best possible document type if you plan ahead. It is important to know in advance the type of document you want to create, the components you want to use and the content you want to add, as well as the options you would like to make available to those who will use it. For more information on planning you document type, see Planning your document type.
Note: If you are unfamiliar with architecture, you may find it helpful to take a Upland Qvidian Architecture training course or have the assistance of the Upland Qvidian Services Team along the way.