Popular Articles
What are Master Templates?
Master Templates are in-house templates organized into various categories and can be customized to meet users' specific requirements. These templates are designed to help users get started with the system and facilitate document creation. For ...
How to create a Email Template
To create an Email template, follow these steps: 1. Navigate to the menu option located on the left side of the home screen. 2. Choose "Design System" and select "Email" from the dropdown menu. 3. Hover over the "Email" button and click on the plus ...
Generating PDFs through Excel Uploads
The system offers a straightforward way for users to generate personalized PDFs by uploading customer data via Excel sheets. This feature is particularly beneficial for small businesses that lack access to third-party API systems. It streamlines the ...
Triggering Emails Through Excel Uploads
The system offers a straightforward way for users to trigger personalized Emails by uploading customer data via Excel sheets. This feature is particularly beneficial for small businesses that lack access to third-party API systems. It streamlines the ...
How to Clean-Up Storage?
Within the Account Usage page, there is an option to review the allocated storage and its current utilization. In the event of system unavailability, you can verify the storage status on the Account Usage page. If the allocated storage has been fully ...