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...
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...
by Carl Mueller | Oct 11, 2024 | Product Tips & Tricks
This is an updated article with more detail on the topic of how change stages on the stage list from the edit/assign screen. The assign slide-in show several pieces of information related to the stage list. The name of the stage list The option to edit the stage list...
