Select Cover Page Templates and Settings on Project

We have plenty of topics that we’ve written about on this site regarding the use of templates within DocBoss to save you time and effort for every project you do. Popular template-related topics include:

Create a New Email Template With DocBoss

Testing Transmittal Templates With DocBoss (Submittals)

Using Templates With DocBoss

Use Templates and SDI Report Function To Create Source Documents

Adding Headers/Footers to Excel SDI Templates

If you’d prefer to visually see how templates work, we can help with that too.

Check out this short video that discusses the benefits of using templates within DocBoss.