How To Match Cards In Bulk Process

When trying to match your file with an existing card, DocBoss takes: Each segment of your file name (based on your split parameter)The full file name and compares it to: Each document number (internal, sub-supplier, customer, end user).Card Name (Auto) which is...

Completing a Project in DocBoss

To complete a project in DocBoss, navigate to the Main page in your project and click “Complete Project”. If all cards are in a status complete – Great! The project will be Completed. If you have any cards not in a complete status (ie: NULL or not...