
What Is A Stage In DocBoss (Stage & Stage Lists)?
This is an update from a post from 2 years ago that discusses stages inside DocBoss. Let’s take a look…
DocBoss enables you to customize your cover pages in virtually any way you like right down to the font used. You can also include cover pages on all outgoing documents if required.
When you make changes to a cover page, you can then quickly test the page to ensure it looks the way you’d like.
You can test the cover page for any card.
First navigate to the card history screen. You can do this by clicking the history icon in the tools column of the card list for any specific card. Its nice to open a few cards with different tag lists – ideally a card which has lots of tags to see how the cover page will behave with many tags.
Click Coverpage Test in the top right corner, then choose which template you wish to test, and click the generation button. It might take a few seconds, but your cover page will be generated and be available for download.
For more information on working with Templates please check out our video: Templates
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