by Brad Bowyer | Aug 12, 2022 | Product Tips & Tricks
DocBoss header and footers set in the Main screen of your projects will not be applied to excel documents. However, DocBoss xls template variables can be used on SDI Excel template header and footers. General variables can be used in headers and footers in excel. As...
by Brad Bowyer | Aug 10, 2022 | Product News
All document controllers have seen the customers who don’t provide any direction and have no document numbering requirements. Often, they’ll accept what you send them, named and numbered in any way. We have also seen the customers who provide the nomenclature with...
by Brad Bowyer | Aug 7, 2022 | Product Tips & Tricks
They say a picture is worth 1000 words. Here is a short video of some aspects of how to assign workflow with...
by Brad Bowyer | Aug 5, 2022 | Product Tips & Tricks
Now we’re talking! DocBoss wasn’t really designed to build your source documents directly, but our cover page templates certainly bring that thought forward! So because several customers have asked, we’ve built a quick guide for how you can get this...
by Brad Bowyer | Aug 3, 2022 | Product Tips & Tricks
Some of the default routing which can be applied by DocBoss is applied in the background (when card changes stage). Some of it is applied only on the assign interface. Here is a description of the impact of bulk assign on default routing options: Doc Code Routing (for...
