Structured Content component (created documents)

A Structured Content component is designed with field codes allowing the entry of different types of data in each code’s field that can be used in a document during its build process. This component is often structured in the form of a grid and the fields form the columns of a record.

Navigate the component

Use the Next and Previous buttons at the bottom, or click the component in the left side panel to navigate through the Required components. Once all required fields are complete and saved, a green checkmark displays next to the component.
To abort all modifications made to this component, click Undo.

Save the component

To save changes to the component, click Save.

Add record details

Click the Add icon to display the Details page where you can add CRM data.

CRM data

On a component designed to retrieve Customer Relationship Management (CRM) data, the CRM Retrieve Data link displays when a field has been related to a CRM Merge Code. The CRM Menu allows you to retrieve the CRM data into specified fields.

If you have company contact information stored in a CRM software product, you can pull this information directly into your document without manually entering the information.

Upland Qvidian supports the following CRMs:

Outlook
Salesforce.com (Production or Sandbox environment can be used.)

Retrieve CRM data

For Outlook, you first need to open Outlook, select your Address Book, and then select the contact you want to retrieve.

For Salesforce.com, records are located in their database as a result of what is entered into the field on the Client Info or Sender Info dialog.

On the Data Entry Screen component, complete at least the Company Legal Name field so that Upland Qvidian can locate this CRM information.
Click the Retrieve CRM Data link. The CRM information will populate the appropriate fields. If you are using Salesforce.com or Microsoft CRM and more than one record is found, the CRM Results dialog displays.
Click on the record (row) of the contact you want to retrieve and then click OK. The contact information is retrieved into the fields on the Client Info or Sender Info dialog.

Clear CRM Fields

To remove the CRM information on a component workspace, click Clear CRM Fields.

Querying CRMs

You can use wild cards to query CRMs. See the table below for examples.

Query	Result
John	Will match only the exact string
Jo*	Will match all strings starting with Jo
oh	Will match all strings with oh somewhere in them
*on	Will match all string ending with on
?on	Will match all strings that start with any single character and then end with on
J?h*	Will match all strings that start with J, then has a single character, then an h and then anything after that

Edit record details

Select the record to view and edit and then click the Edit icon to display the Details dialog where you can edit CRM data.

Assign

You can assign users and roles as owners of this component to review, complete, reference, etc.

Click the Assign icon to display the Assigned Users dialog to perform this action.

Bookmark records

Select the records you want to add to your Bookmarks list, then click the Add Bookmark icon. A confirmation message briefly displays.

Add or remove records from bookmarks

Click the Bookmark icon to display the Bookmarks dialog.
Select the records and then click Add to add or the Remove Bookmark icon to remove.

Order a record

Select the record to re-order and then click the Up and Down arrows to move the record one row at a time to the desired position. You can also order a block of selected records.

Delete records

Select the records to delete and then click the Delete icon. You are prompted to confirm.