Recycly User & Setup Guides

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5 articles

Changing the date format of Merge Fields in Document Templates (e.g. between UK, US, ISO)

Important note: read this first This article is under review while we attempt to make all documents…

Creating and Editing Document & Report Templates

Recycly allows you to create and edit Document Templates (Quote, Sales Order, etc.) and Report Temp…

Restricting Access to Document Templates and Email Templates

In some cases, such as multi-company setups, or multi-department setups, you may wish to restrict a…

Setting the Filename for documents / reports when they are downloaded.

When creating new Document or Reports via the Documents app, you might find that when you download…

Setting the Filename for documents / reports when they are Emailed

When adding a Document Template as a standard attachment to an email template, you might find when…