by Alina Sonke | Jul 11, 2024 | Product Tips & Tricks
A Document Code in DocBoss is a specific customer code or project code used to create project document groups. The following are examples of common Doc Codes: Adding Doc Codes to your customers allows you to re-use them in any of their Projects and the easiest way to...
by Alina Sonke | Jul 9, 2024 | Product Tips & Tricks
For this article, we will focus on the topic of Affiliate companies that you might work with when using DocBoss and how to add them. Topics Overview Add affiliate companies Assign project to affiliate Affiliate user access Assign licenses per affiliate Update user...
by Alina Sonke | Jun 30, 2024 | Product Tips & Tricks
In addition to tracking customer status for each card, you can manage an internally focused approval process for supplier documents. You define a set of statuses, and when documents arrive from your suppliers, the documents will be routed to your team for a status....
by Alina Sonke | Jun 7, 2024 | Product Tips & Tricks
When working with a large number of assigned actions, users may prefer to complete actions in bulk. This also has other applications such as completing actions on behalf of another user. This option must first be enabled under the user’s profile. Here’s...
by Alina Sonke | Jun 5, 2024 | Product Tips & Tricks
This article is a guide for formatting the Excel Import file for bulk adding/editing companies. To get here, from the system menu, select Lists > Companies > Excel Import/Export. Steps: Download the template from Export Excel file > Download file. Note that...
