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Documents
19 articles in this collection
Written by
Pratyusha Turlapati
General
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
Pages
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
Widgets
About Widgets in Documents
Written by
Pratyusha Turlapati
Updated over a week ago