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Perfect Doc Studio
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Recent Articles
What is Tag Mapping?
Tag Mapping in Perfect Doc Studio allows users to assign tags to print documents, making it easier to identify and filter them in the Mailroom for printing. This feature helps streamline document management and ensures efficient processing. Users can ...How to Configure a Printer in Perfect Doc Studio
The Manage Printer Configurations section in Perfect Doc Studio allows Mail Room Admins to add and configure printers for generating printed PDFs. This functionality is accessible in the Admin Configurations Page, where admins can add, test, and ...How to Enable Languages for Template Translation in the System
Perfect Doc Studio supports multi-language document generation. To enable this feature, the required languages must be added to the system. Follow these steps: 1. Navigate to the Manage Language section on the Admin Configurations page. 2. By ...What are the different user roles in the system and their access controls?
In Perfect Doc Studio, a team can have an unlimited number of users. This ensures that each user has a defined set of roles, responsibilities, and permissions within the system. Assets such as templates, images, and fonts are managed based on the ...How to edit a user's roles and permissions in the system?
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 ...
Popular Articles
View all Document Templates
To view/access all the document templates created for your team in the system, follow these steps: 1. Go to the menu option on the left-hand side of the screen. 2. Click on "Design System" and then select "Documents". 3. You will now be able to see a ...Triggering Emails Through Excel Uploads
The system offers a straightforward way for users to trigger personalized Emails by uploading customer data via Excel sheets. This feature is particularly beneficial for small businesses that lack access to third-party API systems. It streamlines the ...Intro to Data Variables & How to use them?
In Perfect Doc Studio, variables are managed at a global level, as demonstrated in the accompanying video. The system features entities that house variables, defining all relevant data variables for your business. This ensures the consistency of ...Document Template Creation
CREATING A NEW DOCUMENT TEMPLATE We can create a new design in two ways: by clicking the "Start Designing" button on the home page, or by navigating to the design system in the menu and creating from the documents section. Follow these steps: 1. ...How to Generate Your Document Template in Multiple Languages
PerfectDocStudio makes it easy to translate and generate your Document Templates in multiple languages with just a click. Follow these simple steps: 1. Once your document template design is finalized, navigate to the left-hand side menu and Click on ...