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.