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DocBoss has a template function that enables you to store documents that you can use in future projects. One of the benefits is to save an email template that you can use repeatedly.

If you want, you can change the Email Template that is used for any project. 

To Get Here:

Project menu – (SetUp) Main, Scroll to Output Settings


The drop-down (beside each Type of submittal) lists the available templates you have in your system. Once a template is selected you can always make changes prior to sending. 

Edit Email Template

Once you have started your submittal process you can edit the email notification. 

Click the “Load Email Body Editor” icon


You can then click directly into the body and make any desired changes. You can not add new variables from here. That can only be done at the Admin level when setting up the Template– click here