Partners & Services

Gmail – Email, Contacts

Overview

Gmail is Google’s online email solution where you can send and receive email, and manage your contacts names, addresses, etc.

Send Documents, Mail Merge, View Contacts

Alive Docs Explorer gives you quick access to all your Gmail Contacts and enables you to quickly send them documents like letters, brochures, etc using the Alive Docs Mail Merge facility.

Now you can quickly send your contacts personalized documents like newsletters, invitations, promotions, thank you letters, order confirmations, overdue notices, etc using your own custom documents.

A record is kept of all messages and documents that have been sent to each contact, so you can keep track of who was sent what.

In the future you will also be able to view other information from your Gmail account and other services in documents and spreadsheets in Alive Docs – giving you a fast view in to seeing the information you want in the format you want quickly.

For more information on Gmail visit Gmail

Usage and Setup

Sending documents to your Gmail Contacts is as easy as selecting Gmail in the tool bar of the Contacts panel in Alive Docs.
This will show you a list of your Gmail contacts from which you can then select the contacts you wish to send to and press Send which will take you to the Send Panel. The Send panel can also be reached by pressing Send / Mail Merge when viewing a document, or simply pressing Send in the Tools portlet.

In the Send panel you can add and remove recipients, and add the attached document(s) you want to send, and when ready press Send.

Note: Alive Docs is initially set up to connect to a demo Gmail account. To setup Alive Docs to access your Gmail account, follow these steps:

  1. Login to Alive Docs and click on Settings in the User Panel (the User Panel is the area at the bottom left).
  2. In the Settings panel select the Services tab, and click on ‘Set Login’ in the row for Gmail.
  3. A new browser tab or window will open, with instructions from Gmail.
  4. Grant access to Alive Docs, and when prompted to do so close that tab or window.
  5. Back in the Alive Docs bowser tab / window, select Contacts from Tools, and then select Gmail in the toolbar.
  6. Everything should now be setup to use Alive Docs with Gmail.