Purpose:

This classroom tells you all you need to know about what layouts are, where information comes from on layouts, and walks you through the layout submission process. You must watch this video before submitting a layout request.

Sections:

  • 0:00 Introduction and Goals

  • 0:44 What Are Document Layouts?

  • 1:20 Types of Document Layouts

  • 2:33 How to Print a Proposal

  • 4:59 Field Mapping: Where the Information Pulls From

    • 7:26 Using Tokens

    • 10:07 Pricing Tables

    • 11:24 Payment Schedule

    • 12:41 Signature Block

    • 13:51 Services and Service Descriptions

    • 15:04 Terms and Conditions Options

    • 17:15 Header and Footer Styles

  • 18:12 Style Differences in Layouts

  • 19:16 Aspire Layout Policy Review

  • 22:29 Aspire Layout Process

  • 23:52 Marking Up Your Layouts

  • 26:49 Completing the Layout Request Form

  • 34:54 How to Submit Your Layout Request to AspireCare


Training Video:

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