Documents

How to create a Document?

Written by Pratyusha Turlapati
Updated over a week ago

How to save your Document as a template?

Written by Pratyusha Turlapati
Updated over a week ago

Easily replicate documents for other clients

Written by Pratyusha Turlapati
Updated over a week ago

Layout/Orientation of the Document

Written by Pratyusha Turlapati
Updated over a week ago

How to change your Document name?

Written by Pratyusha Turlapati
Updated over a week ago

Changing page orientation

Written by Pratyusha Turlapati
Updated over a week ago

Can my client see the documents on the Portal?

Written by Pratyusha Turlapati
Updated over a week ago

Updating colors of the widgets/ Changing theme

Written by Pratyusha Turlapati
Updated over a week ago

Combine data from multiple accounts in Documents

Written by Pratyusha Turlapati
Updated over a week ago

How to change the date ranges in all the document widgets at once?

Written by Pratyusha Turlapati
Updated over a week ago

About Date Ranges in a Document

Written by Pratyusha Turlapati
Updated over a week ago

Downloading the Document

Written by Pratyusha Turlapati
Updated over a week ago

Cancel downloading a Document

Written by Pratyusha Turlapati
Updated over a week ago

Generating a cover page in Document

Written by Pratyusha Turlapati
Updated over a week ago

Adding a new page in a Document

Written by Pratyusha Turlapati
Updated over a week ago

Duplicating a page in Document

Written by Pratyusha Turlapati
Updated over a week ago

Interchange the order of pages / Reorder pages in the Document

Written by Pratyusha Turlapati
Updated over a week ago

Deleting a page in Document

Written by Pratyusha Turlapati
Updated over a week ago

About Widgets in Documents

Written by Pratyusha Turlapati
Updated over a week ago

Pause / Delete Document Scheduling

Details on deleting / pausing automated documents

Written by Saurabh Tiwari
Updated over a week ago

Document Scheduling

Automated Document generation in ReportGarden

Written by Saurabh Tiwari
Updated over a week ago

Automated Document Tracking

Tracking Scheduled Documents

Written by Saurabh Tiwari
Updated over a week ago