by Carl Mueller | May 11, 2024 | Product Tips & Tricks
DocBoss enables users to expedite overdue cards from any project to any of the following groups (targets): Customers Suppliers 3rd Parties Outstanding actions Once you enable the project for expediting and define the distribution lists for each company, you navigate...
by Carl Mueller | May 7, 2024 | Product Tips & Tricks
Expediting is a function within DocBoss that is handled on a global basis but you can also activate it on a project basis, too. These settings are inside each project in the Setup > Expediting Settings area. Target and Recipients Users must enable the targets they...
by Carl Mueller | May 5, 2024 | Blog
Below we’ll discuss a number of ways that you can configure your DocBoss account when you work with affiliates. This is handy when you have an affiliate(s) in a different location from you, when you need to add an affiliate or just want to filter your affiliates...
by Carl Mueller | May 3, 2024 | Blog
With DocBoss, you can set the FROM address depending on who you would like the sender to be. This comes in handy if you have multiple projects running and different people running each. That way, the correct person received any return correspondence each time....
by Carl Mueller | May 2, 2024 | News and Events
DocBoss is happy to announce our latest release for May 2024. Our release is packed with new features including lots of user-friendly changes to the interface, additional flexibility with stage lists, a learning mode, and (beta) single sign on. Here are the details....
