by Carl Mueller | Jun 21, 2024 | Product Tips & Tricks
Do you need to make changes to an individual document or to multiple documents in your DocBoss library? You can either one with ease. We’ll discuss each option below. Individual Documents You can make changes to the meta data of individual documents in your...
by Carl Mueller | Jun 15, 2024 | Product Tips & Tricks
The Auto-Reclaim feature allows users to complete the status of a document without uploading a new file. This is useful in situations where the customer approves a transmittal verbally or by email, but doesn’t physically return the original transmittal or documents....
by Carl Mueller | Jun 13, 2024 | Product Tips & Tricks
You can choose 4 different types of users in DocBoss and have as many or as few as you like. Each user level gives a different type of access so you can limit who in your organization has the ability to affect changes to projects in various ways. Below we’ll...
by Carl Mueller | Jun 11, 2024 | Product Tips & Tricks
A few weeks back we spoke on the topic of document indexing by tag in DocBoss. Here’s an updated article on a related topic. Our new output format lists the units on a project and cross-references the documents each unit is linked to. Users can create reports...
by Carl Mueller | Jun 9, 2024 | Product Tips & Tricks
This is an updated article on the subject of a split parameter in the bulk matching process in DocBoss. If the uploaded files don’t match with any card, we show you an error in the top area of the matching screen. You can check the cause by hovering over the...
