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...
by Carl Mueller | Jun 1, 2024 | Product Tips & Tricks
There is a distinction in DocBoss between Comments and Markups. Comments are not embedded in the document. They are a generic area to add descriptive text about the file. If specific reference to the document is required, markups are a better tool. After the submittal...
