by Carl Mueller | Feb 12, 2024 | Product Tips & Tricks
This article explains the second step of the eSignature process in DocBoss. You can access the first article where we discussed how to generate (or upload) eSignature certificates. Set Defaults per Doc Code Default eSignature settings can be assigned to each Doc Code...
by Carl Mueller | Feb 10, 2024 | Product Tips & Tricks
DocBoss enables the addition of eSignatures on outgoing documents to your EPC customers. You can additionally choose whether you have no stamp visible or if you have a user applied stamp. For Instance eSignature (no visible stamp) This article explains the first step...
by Carl Mueller | Feb 8, 2024 | Product Tips & Tricks
For Instance eSignature (no visible stamp) This article explains the first step in the eSignature process. It must be generated by an admin user via the admin menu: Navigate to Admin > General > Instance eSignature Settings: Select whether you want...
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...
