by Carl Mueller | Dec 23, 2024 | Product Tips & Tricks
We regularly update DocBoss functionality and add new features and benefits several times each year. You can view all our recent product releases on our Release Notes page. Here are some recent updates that you can take advantage of regarding the use of Cards inside...
by Carl Mueller | Dec 20, 2024 | Product Tips & Tricks
Creating a “Job” allows you to group multiple projects together for reporting and searches. For example, if you have two projects for a customer and you want to report across both projects, enter a job number on Project 1 and enter the same job number on...
by Carl Mueller | Dec 17, 2024 | Product Tips & Tricks
Here is an updated article that discusses the definitions of default users and lists section.The Default Users / Lists area of the main setup allow you to define key contacts for the specific project. It also includes the selection of the lists you will be using to...
by Carl Mueller | Dec 12, 2024 | Product Tips & Tricks
The DocBoss blog features articles that show many benefits of DocBoss while also discussing common issues that document controllers experience, and how DocBoss addresses them. Here are 5 of the most popular blog posts we’ve written that consistently get the most views...
by Carl Mueller | Dec 11, 2024 | Product Tips & Tricks
The customer portal provides a secure location for your customers to upload documents directly into your DocBoss projects. The customer can also download received documents. The customer portal has been changed to allow customers to upload documents directly to...
