Template Management
- Testing Transmittal Templates
- Select Transmittal Templates on Project
- Select Cover Page Templates and Settings on Project
- Upload Templates into DocBoss
- Formatting HTML email templates (and signatures)
- Testing Cover Pages
- Template Troubleshooting, Tips and Tricks
- Create a New Email Template
- How to Create Templates
- Add Stamps
- Add a Logo to Transmittal
- Template-Specific Date Formatting