Recycly User & Setup Guides
7 articles in this section
Document Templates (7)
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Changing the date format of Merge Fields in Document Templates (e.g. between UK, US, ISO)
Important note: read this firstThis article is under review while we attempt to make all documents generated from document templates in RecyclyERP...
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Choosing your own Hazardous Waste Consignment Note templates
Every collection or drop-off with something hazardous on it prints a Hazardous Waste Consignment Note from the Print Hazardous Waste Consignment Note button...
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Creating and Editing Document & Report Templates
Recycly allows you to create and edit Document Templates (Quote, Sales Order, etc.) and Report Templates (Inventory Report, Certificates of Data Destruction)...
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How to Add Merge Fields in Recycly Word Templates
OverviewRecycly allows you to customise Microsoft Word (.docx) document templates by inserting Merge fields.Merge fields pull data dynamically from your...
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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 access to Email and Document templates to certain groups of...
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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 them, they have a somewhat cryptic filename, as in the...
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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 you generate emails from the template, you end up with a bit...