Document Template Integration in Dash SaaS
Introduction
Dash SaaS’s Document Template Integration revolutionizes document management by offering effortless creation and customization of personalized templates. With intuitive controls and precision customization options, users can tailor templates to suit their organization’s unique needs seamlessly. These templates can then be converted into active documents with ease, eliminating manual data entry and ensuring consistency. Organizational features keep templates organized and easily accessible, facilitating efficient retrieval and optimization. Streamline your document management workflow and drive better outcomes with Dash SaaS.
Workflow
Installation
Step 1 : Super Admin Access
Before you dive into the installation, ensure your super admin has system access. Follow these steps
- Head to the “add-on manager” section in the super admin dashboard.
- Initiate the setup process by clicking the “+” (Module Setup) button.
- You will be prompted to upload the ZIP file for the “Document Template Module.”
- Remember to enable the module once the setup is complete, making it accessible to other users.
Step 2 : Company Settings Steps
Once the super admin enables the Document Template Module, company admins can proceed with the setup. Here’s how
- Start by visiting the “subscription plan” page and selecting the relevant “usage plan.”
- Purchase the Document Template Module.
- Once you purchase the add-on, find out the Document template add-on in the menu.
Step 3 : How to use the Document Template Add-on.
- This module is dependent on the document module of Dash SaaS.
- You will be able to convert your Documents into Document templates.
- Just click on the three dots and select the save as template button and your Document will be saved as a template.
- All the details related to that Document like tasks and comments will be copied to the template so that you can view it easily.
- After saving the Document as a template you can also convert it into a Document.
So, this is how you can have access to the Document template add-on.
Categories
Related articles
- Backup & Restore Integration in Dash SaaS
- Auction Product Integration in eCommerceGo SaaS
- User Manual – CRMGO SaaS
- Launching Your Own SaaS Business with BookingGo SaaS
- Digital Product Integration in eCommerceGo SaaS
- Google Captcha Integration in Dash SaaS
- Repair Management Integration in Dash SaaS
- Zoom Meeting Integration in Dash SaaS
- Visitor Management Integration in Dash SaaS
- Paddle Integration in Dash SaaS
- Bundle Products Integration in eCommerceGo SaaS
- Training Integration in Dash SaaS
Reach Out to Us
Have questions or need assistance? We're here to help! Reach out to our team for support, inquiries, or feedback. Your needs are important to us, and we’re ready to assist you!
Need more help?
If you’re still uncertain or need professional guidance, don’t hesitate to contact us. You can contact us via email or submit a ticket with a description of your issue. Our team of experts is always available to help you with any questions. Rest assured that we’ll respond to your inquiry promptly.
Love what you see?
Do you like the quality of our products, themes, and applications, or perhaps the design of our website caught your eye? You can have similarly outstanding designs for your website or apps. Contact us, and we’ll bring your ideas to life.
