by Alina Sonke | Jan 1, 2024 | Product News
What happens when you submit a document to a customer as completed but then need to amend the doc after it gets returned by the customer? When a document it is returned by the customer with a status that have “stage complete” and this is the last or only...
by Alina Sonke | Dec 17, 2023 | Product Tips & Tricks
DocBoss wasn’t really designed to build source documents directly, but our document index templates certainly bring that thought forward. Note: – Files can be submitted as PDF and Excel – Templates are uploaded as DOCUMENT INDEX type – Cover...
by Alina Sonke | Dec 15, 2023 | Product Tips & Tricks
A project is the container object in DocBoss. It defines the information required to manage your documentation. It typically reflects the purchase order detail from your customer. 1. Create new project From Project List (option 1) Click the Add icon in the top...
by Alina Sonke | Nov 26, 2023 | Product Tips & Tricks
If it is undesirable to have hyphenated values split between two lines on a template, a non-breaking hyphen can be used to prevent this (for example, to keep hyphenated tag numbers on a single line on a cover page). This can be accomplished manually by using the...
by Alina Sonke | Nov 10, 2023 | Product Tips & Tricks
This article discusses how to select cover page templates and settings on a project basis. On Project Main > Cover Pages and Stamps, you can choose which template you want to use for your project, for both Customer and Sub-Supplier submittals. You can also choose...
