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What's New: 2/23/21

We've made an improvement to Corporate Document settings. We've added two new options to templates that have been added to a document set. You can view these options within the Sets tab of our Corporate Document settings. These changes have been added to sets for letter, email, postcard, and SMS document types: 

  • View in new tab: Clicking here next to a template will allow you to view a preview of the template. This will help you confirm that you have added the correct template to your set.
  • Edit: Clicking here will open the editor for a template so you can make changes without having to search for your template within the Templates tab.

edit_or_view_template_from_set.png


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If you'd like to get to know your software better, we're here to help. That's why we offer three weekly webinars! Join us every week and learn to use your software to its greatest potential.

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