How to Customize the Information Captured on a Template (Advanced Template Settings)
You can customize which information you would like to capture on your document templates through the Advanced Template Settings . Accessing Advanced Template Settings * Click the cog icon in the upper right corner of the screen. * Select Company Settings from the list. * Click on Advanced Template Setting…
Geddes: How to Reupload a Failed File in the Output Section
If a file fails to upload due to an issue such as "Connection to FTP not established" or any other reason, you can manually re-upload the file. Steps to Reupload a File: * Navigate to the Output Files Section : From the main dashboard, click on the cog icon (top-right corner of the screen). Select Out…
