by Carl Mueller | Nov 24, 2022 | Product Tips & Tricks
Several days ago we posted about selecting an email template to use for your DocBoss submitals. What about taking a step back and actually creating a new email template from scratch? Here’s how you do it. To Get Here: Settings>Template Mgmt: Output Templates...
by Carl Mueller | Nov 21, 2022 | Product Tips & Tricks
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...
by Brad Bowyer | Aug 5, 2022 | Product Tips & Tricks
Now we’re talking! DocBoss wasn’t really designed to build your source documents directly, but our cover page templates certainly bring that thought forward! So because several customers have asked, we’ve built a quick guide for how you can get this...
by Brad Bowyer | Jul 25, 2022 | Product Tips & Tricks
While you can use the same template for email inside DocBoss if it suits your needs, you can also change and edit the template and email notification if needed. You can change the email template that is used for any project as required depending on what your customer...
by Brad Bowyer | Mar 30, 2022 | Product Tips & Tricks
Users may now add an unlimited number of custom fields to the main area of projects. Create new date or text fields, to be followed shortly by drop down lists, and an option to define whether fields are mandatory. Users may apply them to any or all project templates....
