We’ve spoken at length about the ability of DocBoss users to set up various templates to access commonly used documents for future projects to save time.You can set up email templates for your projects and edit them as needed by customer.

If you want, you can change the email template that is used for any project as follows.

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 to learn more.

You can also check out article called Template Troubleshooting, Tips and Tricks In DocBoss to learn more.