by Carl Mueller | Mar 27, 2023 | Product Tips & Tricks
One of the great features of DocBoss is the templates feature. It enables you to set up numerous templates for frequently needed documents that you can call upon whenever you need them. This is as opposed to having to recreate the documents each time from scratch....
by Brad Bowyer | Dec 20, 2022 | Product Tips & Tricks
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 to work in your system. ...
by Carl Mueller | Dec 10, 2022 | Product Tips & Tricks
One of the great benefits of DocBoss is your ability to customize your output as required by your customers. You can also customize tasks within DocBoss to make your job easier. One example is the creation of email templates. To Get Here: Settings>Template Mgmt:...
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...
