We have plenty of topics that we’ve written about on this site regarding the use of templates within DocBoss to save you time and effort for every project you do. Popular template-related topics include:
Create a New Email Template With DocBoss
Testing Transmittal Templates With DocBoss (Submittals)
Use Templates and SDI Report Function To Create Source Documents
Adding Headers/Footers to Excel SDI Templates
If you’d prefer to visually see how templates work, we can help with that too.
Check out this short video that discusses the benefits of using templates within DocBoss.