13 Templates To Use In DocBoss

DocBoss has many great features to save document controllers time and ultimately money on their EPC projects.

One great feature is the Templates function which as we’ll see below, can be used in many ways.

Here are some popular articles we’ve written on various aspects of the Templates feature to show you how to set up a template that can be used for future projects to save time.

Popular Templates Within DocBoss

• How to Create Templates
• Upload Templates into DocBoss
• Select Transmittal Templates on Project
• Select Cover Page Templates and Settings on Project
• Testing Cover Pages
• Testing Transmittal Templates
• Formatting HTML email templates (and signatures)
• Template Troubleshooting, Tips and Tricks
• Create a New Email Template
• Add Stamps
• Add a Logo to Transmittal
• Template-Specific Date Formatting
• Keep Hyphenated Values on a Single Line in Template Output