Document Management

In Campaign Manager, the term Documents refers to all the system objects that users can create and configure, including Segments, Charts, Grids, Layouts, Query Forms, and Campaigns.

You can access this shared location via the Document Explorer, which can be accessed by clicking the Documents button from the toolbar. From here you can perform a number of actions including searching for documents, uploading and downloading files, creating new folders in which to store documents, and organizing the existing storage structure.

• Getting Started
  • System Overview
  • Campaign Manager Homepage
  • General Ribbon Bar
  • Data Explorer Pane
  • Document Bar
  • Document Management
    • Saving a Document
    • Opening an Existing Document
    • Uploading Files
    • Downloading Files
  • System Icons
  • Templates
  • Running Counts
  • Working with NULLS
  • Resolution Levels
  • Multiple Email Manager Accounts
  • Campaign Manager and Engine Security
  • Tools
  • Operators
  • Column Helpers
  • Table Helper