Documents

Advanced features of the Tudodesk document system

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17 articles in this collection
Written by Martin and Billy Webb

The document summary builder

Script professional intro's, summaries and specs for leads, estimates, invoices and job sheets.
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Written by Martin
Updated over a week ago

Archiving Explained

Learn how to keep your document storage system healthy and your boards organized.
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Written by Billy Webb
Updated over a week ago

Getting started with the new macro bar for documents.

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Written by Martin
Updated over a week ago

How to add a macro button to the document macro bar.

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Written by Martin
Updated over a week ago

Getting started with the summary builder for documents

Follow the tutorial below to set-up your summary builder for documents.
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Written by Martin
Updated over a week ago

Using the summary builder for documents

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Written by Martin
Updated over a week ago

How to Edit the Title of a Document

How to quickly change the title of documents using the document menu.
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Written by Billy Webb
Updated over a week ago

How to Change the Default Title of All New Documents

How to edit the default title of all new documents within a board.
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Written by Billy Webb
Updated over a week ago

How to Enable Multi-Currency Estimates and Invoices in the Customer Portal

How to enable real-time currency conversion so your customers can view your estimates and invoices in their local currency.
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Written by Billy Webb
Updated over a week ago

Editing Terms on a Specific Document

How to edit the terms of a specific document instead of editing your standard terms for all documents.
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Written by Billy Webb
Updated over a week ago

Accessing all of the Documents in a Project

How to find all the documents related to one specific project.
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Written by Billy Webb
Updated over a week ago

Adding Notes and Comments on Documents

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Written by Billy Webb
Updated over a week ago

How to send a PDF copy of a document to your client using the message composer

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Written by Billy Webb
Updated over a week ago

How to Upload Document Attachments

An introduction to document attachments and how to view and upload them.
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Written by Billy Webb
Updated over a week ago

How to Clone (copy) Documents for Easier Document Creation

How to make use of Tudodesk's time saving clone feature
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Written by Billy Webb
Updated over a week ago

Exploring the Document Menu

Exploring the features in the document menu and project explorer
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Written by Billy Webb
Updated over a week ago

Printing and Downloading Documents

How to print a copy of a document or download a PDF copy
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Written by Billy Webb
Updated over a week ago