by Carl Mueller | Dec 20, 2023 | Product Tips & Tricks
We’ve already covered a number of template-related topics on this blog including email templates, project templates, and SDI templates among others. In this article we’ll discuss how to format HTML email templates and email signatures as you like....
by Carl Mueller | Dec 19, 2023 | Product Tips & Tricks
A great benefit of DocBoss is how manual tasks normally associated with the document control function can become automated. One related benefit is how you can save templates that are frequently used rather than creating them scratch each time. Before starting, note...
by Carl Mueller | Dec 13, 2023 | Product Tips & Tricks
This is an updated article on a post we wrote about 2 years ago related to setting default routing for completed or incomplete cards inside DocBoss. Default/forced routing can be defined for any stage. You can define an assignment for all cards which come back either...
by Carl Mueller | Dec 11, 2023 | Document Control
Are you a new DocBoss customer or wonder how we support you when you become one? Beyond the personal training we offer, we have also set up a complete plan to help you get started. Below we have compiled a short guide to jump start your progress. Topics Sign in Get...
by Carl Mueller | Dec 9, 2023 | Product Tips & Tricks
How can you access a complete list of outstanding actions for a particular project within DocBoss at any given time? The outstanding actions grid is used to display a list of all the current assigned actions: Actions can be checked in the Action Dashboard screen...
