Recycly User & Setup Guides

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3 articles

Editing Document & Report Templates

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

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…