by Carl Mueller | Oct 21, 2024 | Product Tips & Tricks
Since we routinely make updates to DocBoss functionality for all customers to use, we thought it worth updating you on some changes that involve working with Cards. Here are some updates that result in less work for you and more options to take advantage of. Change...
by Carl Mueller | Oct 19, 2024 | Product Tips & Tricks
Are you using all the great reporting features within DocBoss? DocBoss reporting features can easily be used to produce metrics for each project to see how you are performing for all open and closed projects. Here are examples of reports you can utilize on an...
by Carl Mueller | Oct 17, 2024 | Product Tips & Tricks
DocBoss offers eSignatures for your outgoing documents. eSignatures offer you convenience and efficiency as well as improved security for your important documents. DocBoss allows eSignatures to be applied to outgoing documents in 2 forms: System applied (Hidden) This...
by Carl Mueller | Oct 15, 2024 | Product Tips & Tricks
DocBoss has updated the document viewer to include updated navigation options, more flexibility, and extended markup options. See below for a detailed description of the new features. New Viewer functions Viewer navigation Scroll (vertical) via mouse scroll Zoom via...
by Carl Mueller | Oct 13, 2024 | Product Tips & Tricks
DocBoss helps you customize your outgoing submittals to EPC customers at the end of projects in whichever way your customer desires. Right down the font on the cover pages, in fact! Below, we’ll let discuss several aspects of customizing your outdoing...
