In Perfect Doc Studio, organizations have the flexibility to create multiple teams as needed. This functionality enables better organization and streamlined management of templates. Each template can be assigned to a specific team, ensuring that ...
To edit a user's details in the team, click the three-dot button next to the user's name. This will show two options: one to edit the user's details and another to delete the user from the system. 1. Click the "Edit" button, and a modal will appear ...
To delete a user from the team, click the three-dot button next to the user's name. This will display two options: one to edit the user's details and another to delete the user from the system. Click the "Delete" button to remove the user.
To Create a support request, follow these steps: 1. Go to the Support option in the left-hand menu on the home screen. 2. Open the Support page, which provides assistance options like Report a Problem, Create a Request, Get Help, and FAQs. Select the ...
To delete a document template, follow these steps: 1. Go to the Documents page. 2. Hover over the document template you wish to delete. 3. Click on the three-dotted icon located in the top-right corner of the template. 4. Select the "Delete" option ...