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Using templates with DocBossOne 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.

This way you can save time in the long run by accessing various templates that you require when working with specific EPC customers repeatedly.

Examples of templates that you can set up include:

  • Compilation cover page
  • Document index
  • Stamp
  • Sub-supplier cove page
  • Submittal

You can also choose the template file format you desire such as Microsoft Excel, CSV, etc.

Rather than simply talking about it, let’s watch a short video with actual instructions and steps on setting up a template within DocBoss that will save you time in the long run.