by Carl Mueller | Feb 6, 2024 | Product Tips & Tricks
What if you want to set the date once and forget it, and simply use the same date format for all projects moving forward? Maybe you need to set a specific date format for a project(s) due to a customer request. The good news is that with DocBoss, you can easily and...
by Carl Mueller | Feb 4, 2024 | Product Tips & Tricks
Turn around days refers to the number of days you set and specify a customer has to review and return documents you have sent to them. The purpose of this feature is to put a limit and deadline on the return of important documents processed through DocBoss to keep...
by Carl Mueller | Feb 2, 2024 | Product Tips & Tricks
If you have a submittal that was recently sent, you might want to check the status to see where it is in the process. DocBoss makes it easy to do so. To view the Sent email status of an outgoing submittal, navigate to the Outgoing Submittals screen and scroll down to...
by Carl Mueller | Jan 31, 2024 | Product Tips & Tricks
While you will come across Primary Document Codes in DocBoss, you can also define Secondary Document Codes and that’s what we’ll discuss in this article. Secondary Document Codes can only be added to Manually created Cards. Secondary codes cannot be added...
by Carl Mueller | Jan 29, 2024 | Product Tips & Tricks
In some cases, customers require that stamps are placed directly onto the document, rather than the addition of a cover page. DocBoss allows users to upload stamp templates, and stamp documents. The same variables as used on cover pages can be used in stamp templates....
