Docu2.me Templates

1. Template Visualization 1.1. List View Organized display of all available templates Quick view of created template records Intuitive interface for template management 1.2. docu2.me Files Component Dedicated area for storing finalized templates Quick access to...

Docu2.me Home

Main Interface Overview The Docu2.me Home provides an intuitive and organized interface for managing your documents. This homepage serves as your control center for creating, accessing, and managing all your documents. 1. Document Creation Area 1.1. New Blank Document...

Dynamic Resources

These features work together to provide flexibility and customization in document generation, allowing information to be automatically updated based on Salesforce data. Resource Manager The Resource Manager is a central component that manages all available resources...

Toolbar Tools

Explore the Docu2.me toolbar and master the art of text editing! Format, organize, and personalize your documents with ease and speed. The Docu2.me toolbar offers a complete set of formatting and editing tools, allowing you to customize your documents with agility and...

Menu Help

1 – Help The ” Help” menu is your gateway to the complete Docu2.me documentation.  Menu: Access the main menu. Help: Click on ” Help”. Help: In the dropdown menu, select” Help”. Click ” Help” in the main menu...