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    Document Templates Set Up

    Overview of document templates

    How to customise system document templates

    How to customise email document templates

    How to create or customise your own document templates

    How to make a document template available on the email tab of the client record

    How to add a tracking ID to email document templates

    How to add an invoice background template

    How to add an image or logo to a document template

    How to add an unsubscribe link to email document templates

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