What are EverDocs Templates?

Table of Contents

EverDoc Templates Overview

What is a Template?

Templates are custom-built document form types, created and enabled by agency Executive roles. Executives can utilize the Template Builder to access a Drag & Drop interface. Allowing Executives to access Template Elements and modify the criteria of each setting. After they Save & Enable a template, it becomes an available document agency users can utilize for daily or special operations.

Creating Templates in Evertel Snapshot
Editing Template Elements Snapshot

Understanding Templates

How to Create a New Template:

Can I do this on any device?

Is not currently available on the mobile app. For best results you will want to create new Templates on a desktop browser. Preferably using Chrome, Safari, or Mozilla... 

Role-specific Permissions Required

Must have Executive Role in the agency to access Template features!

Understanding Template Elements: