Using Templates in DocBoss

Carl Mueller
August 9, 2023
1 min read
Blog

The templates feature in DocBoss is a popular way to save commonly used docs and quickly locate them to use again in the future. This saves you having to start from scratch or search for them each time.

Here’s a few articles we’ve written regarding popular template topics:

How To Create Templates

Testing Transmittal Templates

Create A New Email Template

Here’s a short video about templates to help you learn more:

You might also be interested to learn more about cover page templates. Check out this article to learn more: Select Cover Page Templates And Settings On Projects

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