by Alina Sonke | May 23, 2025 | Product Tips & Tricks
To integrate internal approval into the document workflow, a stage list will need to be added that includes internal approval. If you intend to use internal approval on multiple projects, you can add the stage list at the Admin level. If you only plan to use internal...
by Alina Sonke | May 21, 2025 | Product Tips & Tricks
Internal approval is often of interest to companies who assemble engineering documentation on behalf of their customers. They want to work with their suppliers to ensure the documents are correct, prior to sending them on to their customer. Before using internal...
by Alina Sonke | May 19, 2025 | Product Tips & Tricks
In DocBoss, expediting enables you to send reports to customers, sub-suppliers, and users listing coming due/overdue documents. This article explains how to easily set up expediting reports to keep an eye on all active projects while ensuring they remain on...
by Alina Sonke | Apr 30, 2025 | Product Tips & Tricks
Yes, you can decide what level of access each of your DocBoss users has. In fact, DocBoss enables you to not only choose how much access each of your project members has, but we offer four levels of access that you can select from. This increases the control part of...
by Alina Sonke | Apr 28, 2025 | Product Tips & Tricks
Are you a document controller who finds yourself frequently using the same document(s) and would like a method of having quick access rather than having to search for them each time? The Library is a space to store documents that can be reused. This can be useful for...
