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.