by Carl Mueller | Dec 7, 2023 | Product Tips & Tricks
Processing returned files from a customer is just one aspect of document routing within DocBoss. All returned files from a customer shall be assigned to a card and processed with return status and routing actions. When a document is returned in a complete status (like...
by Carl Mueller | Dec 5, 2023 | 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 | Dec 3, 2023 | Product Tips & Tricks
There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result. On the project template, you select the source columns (and add text if you wish)...
by Carl Mueller | Dec 1, 2023 | Product Tips & Tricks
Several days ago, we wrote about the various definitions of a project during the set up process. In this article we’ll refer to a short video that you can access below that show you how to set up a project in DocBoss while showing you all the things you can...
by Carl Mueller | Nov 30, 2023 | Product Tips & Tricks
This is the main Setup of your project. You have two options and the selection will vary the fields that are available. Option 1 – Order Option 2- Quote Profile This section is for your customer (the company to whom you are submitting the documentation), all...
