by Carl Mueller | Dec 10, 2022 | Product Tips & Tricks
To Get Here: Settings>Template Mgmt: Output Templates > Scroll down to Email Templates Template Type/Target DocBoss email templates are specific to a given target. Please select the target for your email. Variables Generally, submittals include multiple cards,...
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 | Oct 28, 2022 | Document Control
With DocBoss, you have access to both a templates feature to save commonly used templates for future use, along with our popular compilations feature which enables you to create submittals with a few clicks of your mouse. You can also use both features together to...
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...
