Using the Document Merge Fields
Understanding ‘Merge Fields’ The KeepShift merge field functionality lets you create documents
Creating a new Document
Here you will learn how to create a new document within Docubox
Accessing the Docubox
Docubox is simple and easy to use To use Docubox navigate to
The KeepShift Docubox
Docubox is your electronic filing cabinet where you can control and create
Set up a Job Sheet for Client
You can easily link your Job Sheet or Press Start to a
Creating a Job Sheet / Pre-Start
Go to the Main Menu on the left hand side Select Work
Maintaining Pay Templates
To Create a Pay Template Navigate to the Menu on your sidebar