1. Help Center
  2. Amberlo Settings

Documents Settings

This is where you can manage Documents Settings.

How to access Documents Settings?

1. Go to the General Settings by clicking on your profile picture on the top right corner.

2. Click Documents in the left-hand menu:

Documents Settings1

Documents Settings2

From the Documents Settings you can:

1. Access Document Template Merge Fields (Read more).

2. Access and manage Document Source (only for Premium plan) (Read more):

Documents Settings3

We hope this will help you to start using it smoothly. If you have any questions or feedback, please feel free to contact us via support@amberlo.io. We are always happy to hear from you!