---
title: Setvi | Singer Equipment Knowledge Base
description: Setvi
---

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1. [Singer Equipment Knowledge Base](https://train.singerequipment.com/knowledge-base)
2. [Setvi](https://train.singerequipment.com/knowledge-base/setvi)

# Setvi

## Account Settings and Support

- [How Do I Integrate My Email with SETVI?](https://train.singerequipment.com/knowledge-base/how-do-i-integrate-my-email-with-setvi)
- [How Do I Add or Update My Email Signature?](https://train.singerequipment.com/knowledge-base/how-do-i-add-or-update-my-email-signature)
- [How Do I Manage My Setvi Notifications?](https://train.singerequipment.com/knowledge-base/how-do-i-manage-my-setvi-notifications)
- [How Do I Change My Setvi Password?](https://train.singerequipment.com/knowledge-base/how-do-i-change-my-setvi-password)
- [How Do I Contact Setvi Support Using Live Help?](https://train.singerequipment.com/knowledge-base/how-do-i-contact-setvi-support-using-live-help)

## Contacts and Groups

- [How Do I Add, Edit, or Delete a Contact?](https://train.singerequipment.com/knowledge-base/how-do-i-add-edit-or-delete-a-contact)
- [How Do I Import Contacts from an Excel Spreadsheet?](https://train.singerequipment.com/knowledge-base/how-do-i-import-contacts-from-an-excel-spreadsheet)
- [How Do I Import Contacts from My Email Server?](https://train.singerequipment.com/knowledge-base/how-do-i-import-contacts-from-my-email-serverwhat-question-is-your-article-answering)
- [How Do I Create, Edit, or Delete a Contact Group?](https://train.singerequipment.com/knowledge-base/how-do-i-create-edit-or-delete-a-contact-group)
- [How Do I Import a Contact Group from an Excel Spreadsheet?](https://train.singerequipment.com/knowledge-base/how-do-i-import-a-contact-group-from-an-excel-spreadsheet)

## Orders, Order Health, and Invoices

- [What Can I View in the Setvi Order Section?](https://train.singerequipment.com/knowledge-base/what-can-i-view-in-the-setvi-order-sectionwhat-question-is-your-article-answering)

## Retention Intelligence

- [What Is Retention Intelligence in Setvi?](https://train.singerequipment.com/knowledge-base/what-is-retention-intelligence-in-setvi)

## Resources and Files

- [How Do I Upload a File to My Files?](https://train.singerequipment.com/knowledge-base/how-do-i-upload-a-file-to-my-files)
- [How Do I Create a Category for My Files?](https://train.singerequipment.com/knowledge-base/how-do-i-create-a-category-for-my-files)
- [How Do I Bookmark a Page in a PDF?](https://train.singerequipment.com/knowledge-base/how-do-i-bookmark-a-page-in-a-pdf)
- [How Do I Add and Find My Favorite Resources?](https://train.singerequipment.com/knowledge-base/how-do-i-add-and-find-my-favorite-resources)
- [How Do I Search for Resources and Content Within Documents?](https://train.singerequipment.com/knowledge-base/how-do-i-search-for-resources-and-content-within-documentswhat-question-is-your-article-answering)

## Presentations

- [How Do I Create a Presentation?](https://train.singerequipment.com/knowledge-base/how-do-i-create-a-presentation)
- [How Do I Add Resources to a Presentation?](https://train.singerequipment.com/knowledge-base/how-do-i-add-resources-to-a-presentation)
- [How Do I Add Selected Pages from a PDF to a Presentation?](https://train.singerequipment.com/knowledge-base/how-do-i-add-selected-pages-from-a-pdf-to-a-presentation)
- [How Do I Rearrange or Remove Resources from a Presentation?](https://train.singerequipment.com/knowledge-base/how-do-i-rearrange-or-remove-resources-from-a-presentationwhat-question-is-your-article-answering)

## Quoting

- [How Do I Create a Quote in Setvi?](https://train.singerequipment.com/knowledge-base/how-do-i-create-a-quote-in-setvi)

## Sharing Content and Tracking Engagement

- [How Do I View Email Analytics in My Setvi Outbox?](https://train.singerequipment.com/knowledge-base/how-do-i-view-email-analytics-in-my-setvi-outbox)
- [How Do I Share an Individual Resource in Setvi?](https://train.singerequipment.com/knowledge-base/how-do-i-share-an-individual-resource-in-setvi)
- [How Do I Share a Presentation in Setvi?](https://train.singerequipment.com/knowledge-base/how-do-i-share-a-presentation-in-setvi)
- [How Do I Share a File from Workspaces in Setvi?](https://train.singerequipment.com/knowledge-base/how-do-i-share-a-file-from-workspaces-in-setvi)
- [How Do I Create and Manage Email Text Snippets?](https://train.singerequipment.com/knowledge-base/how-do-i-create-and-manage-email-text-snippets)

## Setvi Administration

- [How Do I Add a Category in Setvi?](https://train.singerequipment.com/knowledge-base/how-do-i-add-a-category-in-setvi)
- [How Do I Add a Resource to Resources in Setvi?](https://train.singerequipment.com/knowledge-base/how-do-i-add-a-resource-to-resources-in-setvi)

## Campaigns

- [How Do I Verify Personalization Before Sending a Campaign?](https://train.singerequipment.com/knowledge-base/how-do-i-verify-personalization-before-sending-a-campaign)
- [How Do I Send a Company Campaign?](https://train.singerequipment.com/knowledge-base/how-do-i-send-a-company-campaign)
- [How Do I Create and Send an Email Campaign?](https://train.singerequipment.com/knowledge-base/how-do-i-create-and-send-an-email-campaign)
- [What Is a Setvi Campaign and When Should I Use One?](https://train.singerequipment.com/knowledge-base/what-is-a-setvi-campaign-and-when-should-i-use-one)
- [What Is the Difference Between an Email Campaign and a Company Campaign?](https://train.singerequipment.com/knowledge-base/what-is-the-difference-between-an-email-campaign-and-a-company-campaign)
- [How Do I Prepare My Contacts for a Campaign?](https://train.singerequipment.com/knowledge-base/how-do-i-prepare-my-contacts-for-a-campaign)

See less ▼

- [Hubspot](https://train.singerequipment.com/knowledge-base/hubspot#main-content)

    - [Getting Started and Profile](https://train.singerequipment.com/knowledge-base/hubspot#getting-started-and-profile)
    - [Help Desk](https://train.singerequipment.com/knowledge-base/hubspot#help-desk)
    - [Companies and Accounts](https://train.singerequipment.com/knowledge-base/hubspot#companies-and-accounts)
    - [Contacts](https://train.singerequipment.com/knowledge-base/hubspot#contacts)
    - [Activities](https://train.singerequipment.com/knowledge-base/hubspot#activities)
    - [Views and Filters](https://train.singerequipment.com/knowledge-base/hubspot#views-and-filters)
    - [Assemble & Hold](https://train.singerequipment.com/knowledge-base/hubspot#assemble-hold)
    - [Outlook Integration](https://train.singerequipment.com/knowledge-base/hubspot#outlook-integration)
    - [Deals](https://train.singerequipment.com/knowledge-base/hubspot#deals)
    - [Leads](https://train.singerequipment.com/knowledge-base/hubspot#leads)
    - [Tickets](https://train.singerequipment.com/knowledge-base/hubspot#tickets)
- [Prelude](https://train.singerequipment.com/knowledge-base/prelude#main-content)

    - [Prelude Basics](https://train.singerequipment.com/knowledge-base/prelude#prelude-basics)
    - [Sales Order Entry](https://train.singerequipment.com/knowledge-base/prelude#sales-order-entry)
    - [Sales Order Inquiry](https://train.singerequipment.com/knowledge-base/prelude#sales-order-inquiry)
    - [Sales Order History Inquiry](https://train.singerequipment.com/knowledge-base/prelude#sales-order-history-inquiry)
    - [Customer, Vendor, and Inventory Inquiry](https://train.singerequipment.com/knowledge-base/prelude#customer-vendor-and-inventory-inquiry)
    - [Order Tracking and Expediting](https://train.singerequipment.com/knowledge-base/prelude#order-tracking-and-expediting)
    - [Order Acknowledgements](https://train.singerequipment.com/knowledge-base/prelude#order-acknowledgements)
    - [Returns](https://train.singerequipment.com/knowledge-base/prelude#returns)
    - [Star Commands](https://train.singerequipment.com/knowledge-base/prelude#star-commands)
    - [Quotes and Pricing](https://train.singerequipment.com/knowledge-base/prelude#quotes-and-pricing)
    - [Credit Memos](https://train.singerequipment.com/knowledge-base/prelude#credit-memos)
    - [Customer Setup and Payment](https://train.singerequipment.com/knowledge-base/prelude#customer-setup-and-payment)
    - [Sales and Customer Service Resources](https://train.singerequipment.com/knowledge-base/prelude#sales-and-customer-service-resources)
- [Setvi](https://train.singerequipment.com/knowledge-base/setvi#main-content)

    - [Account Settings and Support](https://train.singerequipment.com/knowledge-base/setvi#account-settings-and-support)
    - [Contacts and Groups](https://train.singerequipment.com/knowledge-base/setvi#contacts-and-groups)
    - [Orders, Order Health, and Invoices](https://train.singerequipment.com/knowledge-base/setvi#orders-order-health-and-invoices)
    - [Retention Intelligence](https://train.singerequipment.com/knowledge-base/setvi#retention-intelligence)
    - [Resources and Files](https://train.singerequipment.com/knowledge-base/setvi#resources-and-files)
    - [Presentations](https://train.singerequipment.com/knowledge-base/setvi#presentations)
    - [Quoting](https://train.singerequipment.com/knowledge-base/setvi#quoting)
    - [Sharing Content and Tracking Engagement](https://train.singerequipment.com/knowledge-base/setvi#sharing-content-and-tracking-engagement)
    - [Setvi Administration](https://train.singerequipment.com/knowledge-base/setvi#setvi-administration)
    - [Campaigns](https://train.singerequipment.com/knowledge-base/setvi#campaigns)
- [Auto Quotes](https://train.singerequipment.com/knowledge-base/auto-quotes#main-content)

    - [Getting Started](https://train.singerequipment.com/knowledge-base/auto-quotes#getting-started)
    - [Catalog Setup](https://train.singerequipment.com/knowledge-base/auto-quotes#catalog-setup)
    - [Quoting Basics](https://train.singerequipment.com/knowledge-base/auto-quotes#quoting-basics)
    - [Project Management](https://train.singerequipment.com/knowledge-base/auto-quotes#project-management)
    - [Projects & Spreadsheets](https://train.singerequipment.com/knowledge-base/auto-quotes#projects-spreadsheets)
    - [Freight & Order Tracking](https://train.singerequipment.com/knowledge-base/auto-quotes#freight-order-tracking)
    - [Reporting & Analytics](https://train.singerequipment.com/knowledge-base/auto-quotes#reporting-analytics)
- [Drive Communication Questions](https://train.singerequipment.com/knowledge-base/drive-communication-questions#main-content)

    - [Deliveries](https://train.singerequipment.com/knowledge-base/drive-communication-questions#deliveries)
- [Sales Support](https://train.singerequipment.com/knowledge-base/sales-support#main-content)

    - [Shipping](https://train.singerequipment.com/knowledge-base/sales-support#shipping)
    - [Internal protocols](https://train.singerequipment.com/knowledge-base/sales-support#internal-protocols)

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