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eMeeting Preparation - Documents

Navigation path: Documents

Purpose

In Documents you can upload document templates and prepare them for your appointments in advance.

Feature description

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Types of documents

Xaleon distinguishes between two types of documents: Moderator Document and Standard Document. Moderator Documents are your personal document templates. Standard Documents are usually uploaded by your organization and are available to all employees as templates.

Note: Moderator Documents will soon be renamed to “My Documents”, Standard Documents to “Company Documents”

Preparing or pre-filling a document

By clicking on an uploaded document, you can pre-fill and save it:

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← > Appointments> My Customers →
  • Purpose
  • Feature description
    • Types of documents
    • Preparing or pre-filling a document
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