Document Template Management
Document Search: Advanced Category-Based Search
In Perfect Doc Studio, the Document Listing page provides multiple categories and filters to help users quickly locate the documents they need. By default, the Home view displays the complete list of available documents. A dedicated navigation panel ...
Master Templates
Master Templates are in-house templates organized into various categories and can be customized to meet users' specific requirements. These templates are designed to help users get started with the system and facilitate document creation. For ...
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. ...
Delete Document Templates
To delete a document template, follow these steps: 1. Go to the Documents page. 2. Hover over the document template you wish to delete. 3. Click on the three-dotted icon located in the top-right corner of the template. 4. Select the "Delete" option ...