by Carl Mueller | Nov 8, 2023 | Product Tips & Tricks
You can view documents in DocBoss without having to download them first. Enabling the viewer is super easy. The viewer “Switch” is a toggle that allows you to turn it on or off. Incoming Documents File Staging Area Once it is enabled it will show you two options,...
by Carl Mueller | Nov 6, 2023 | Product Tips & Tricks
DocBoss enables you to customize your cover pages in virtually any way you like right down to the font used. You can also include cover pages on all outgoing documents if required. When you make changes to a cover page, you can then quickly test the page to ensure it...
by Carl Mueller | Nov 4, 2023 | Product Tips & Tricks
This is an update from a post from 2 years ago that discusses stages inside DocBoss. Let’s take a look at the concept of stages are how they work. What is a Stage? A stage is the workflow of a document until it reaches a completed status. A document may need...
by Carl Mueller | Oct 29, 2023 | Product Tips & Tricks
When receiving submittals with many files, users may want to use bulk processing to bring incoming documents into DocBoss. Instead of users individually dragging files into each card, DocBoss will attempt to automatically match each file to the appropriate card....
by Carl Mueller | Oct 27, 2023 | Product Tips & Tricks
DocBoss recently moved to a new grid system for all DocBoss users to take advantage of. Note: The below description applies only to grids which have been migrated to our new grid. The list of deployed grids is at the bottom of the article. New grids are added with...
