DocGalore

Docgalore Video Insights.

Installation, configuration, and feature walkthroughs for our customers — helping you get the most out of Docgalore.

Docgalore Installation and Configuration

Docgalore Configuration & Setup Guide


Duration: 8:39 min

Docgalore License Setup


Duration: 3:12 min

Enable Email Sending and DKIM Authentication


Duration: 4:58 min

Getting Started with Docgalore Templates

How to Create and Version Templates


Duration: 6:30 min

How to Upload and Resize Images in Your Document Templates


Duration: 5:43 min

Upload Word Documents and Convert Them to Templates.


Duration: 5:35 min

Insert Fields and Related Lists in Templates


Duration: 6:14 min

Configure Document Naming, Layout, and Template Settings


Duration: 6:47 min

Dynamic Sections, PDF Generation & Merge PDF's

How to Create Dynamic Sections with IF Conditions.


Duration: 3:38 min

How to Preview and Generate PDFs


Duration: 6:12 min

Merge Multiple PDFs into a Single Document


Duration: 1:46 min

Build Queries and Generate Documents in Bulk

Create Queries with the No-Code Query Builder


Duration: 4:40 min

Generate Documents with Batch & Smart Batch Print


Duration: 4:53 min

Single & Batch Record Automation

Create Your Single Record Automation


Duration: 6:52 min

Create and Configure Your Batch Record Automation


Duration: 4:58 min

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