by Brad Bowyer | Sep 8, 2022 | Product Tips & Tricks
If you have an issue with the way your document looks in the DocBoss viewer after upload, there’s a reason or this an easy fix which we’ll discuss below. When the documents look strange in the viewer after upload usually is because of the “Courier...
by Brad Bowyer | Sep 5, 2022 | Product Tips & Tricks
Revert File vs. Revert File and Meta-Data is a topic I was asked about recently by a customer so it’s worth taking a look at the options available. When working with card history, you will notice two options to reverting a file. The first option is to...
by Brad Bowyer | Sep 3, 2022 | Product Tips & Tricks
In order to enable web access, the contact must be added to DocBoss. For information on adding a contact, see our article here. Allow Web Access: Enable this field to allow the access to the Customer Web Access/Portal Login (for the web access): This field...
by Brad Bowyer | Aug 30, 2022 | Product Tips & Tricks
In DocBoss, cards are essentially placeholders for the actual documents. Like a file folder, if you will. A card contains all of the history and revisions of a particular document, as well as the most current version of the document and it’s metadata. Just like...
by Brad Bowyer | Aug 24, 2022 | Product News
Periodically, we have customers looking for marketing material to include with bid packages. They are looking for something to help them stand apart on competitive bids. We have created some notes below which helps you promote your investment in DocBoss to your...
