by Carl Mueller | Jul 15, 2024 | Product Tips & Tricks
Workflow Option: Routing Documents via Actions When routed internally, the documents are moved to user specific work areas called “Outstanding Actions”. Inside that area, users will make comments on the documents, while having the option to upload a new version of the...
by Carl Mueller | Jul 13, 2024 | Product Tips & Tricks
This is an updated article that we wrote several years ago, to refer to new functionality now available for expediting. Where To Find Expediting Features These settings are inside each project in the Setup > Expediting Settings area. Target and Recipients Users...
by Carl Mueller | Jul 7, 2024 | Blog
DocBoss was built by your industry peers – we know how rigid the rules can be for submitting vendor documentation to engineering companies (and the rejection that comes with it). We guarantee you’ll smile during our demo! Before that though, you might want to take a...
by Carl Mueller | Jul 5, 2024 | Product Tips & Tricks
At DocBoss, we regularly make updates that are immediately available to all customers! You can view recent product updates on our main updates page for full release notes, screenshots and explanations of new benefits. DocBoss has updated the document viewer to include...
by Carl Mueller | Jul 3, 2024 | Product Tips & Tricks
DocBoss allows you to define a larger workflow for each document code. Maybe drawings must be issued as IFA, then IFC, then As-Built – BUT, what about calibration certificates? Surely those are only issued as IFR or IFI. DocBoss allows you to assign a default workflow...
