DealCloud University

Learning Objectives: Dispatch Pages

Dispatch Pages Introduction

Overview of the Pages Process

Which Template Builder Version Does my Firm Use?

Introduction to Page Templates

Create a Page Template

Adding a Form to a Page Template

Allow Auto-Accept of Page Submissions

Setting up the Submission Form to Auto Populate the Contact Field

Create a Page Footer

Which Template Builder Version Does my Firm Use? (2.0)

Introduction to Page Templates

Create a Page Template Part 1

Create a Page Template Part 2

Control Column Width in Rows

Adding a Form to a Page Template

Enable Auto-Accept of Page Submissions

Configuring Page Design Settings

Setting up the Submission Form to Auto Populate the Contact Field (2.0)

Saving Row Content for Reuse (Headers, Footers, Other)

Edit or Delete a Template

Copy a Dispatch Template as a Foundation for a New Template

Establish Page Details and Select the Template

Add Content to the Page

Preview and Publish

Preview the Page Visitor Submission Process

Review Page Submissions

Pause a Published Page

Copy a Page

Match Fields to Update Existing Submissions

Link to Dispatch Quick Reference Cards

Quiz: Dispatch Pages