Recycly User & Setup Guides

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4 articles

Editing Document & Report Templates

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

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…