Shape Cloudby to fit your business.
What you will learn
- How custom fields, templates, numbering and presets work.
Overview
Customization shapes Cloudby to how you work: your own fields, document designs, reference formats and ready-made setup packs.
Features in this function
- Custom Fields – add your own fields to records
- Document Templates – design printed documents
- Document Numbering – reference formats per document
- Configurator Preset – apply a ready-made setup pack
Want the steps? See How To: Add custom fields, Design document templates.