by Carl Mueller | Dec 12, 2024 | Product Tips & Tricks
The DocBoss blog features articles that show many benefits of DocBoss while also discussing common issues that document controllers experience, and how DocBoss addresses them. Here are 5 of the most popular blog posts we’ve written that consistently get the most views...
by Carl Mueller | Dec 11, 2024 | Product Tips & Tricks
The customer portal provides a secure location for your customers to upload documents directly into your DocBoss projects. The customer can also download received documents. The customer portal has been changed to allow customers to upload documents directly to...
by Carl Mueller | Dec 8, 2024 | Product Tips & Tricks
Users may preset the default settings for compilations and packages. These are created at the instance, and are selected on the project template. They are loaded onto the project at initiation. So if you find yourself always updating the compilation settings, you can...
by Carl Mueller | Dec 5, 2024 | Product Tips & Tricks
You can add eSignatures to documents within DocBoss and can also be alerted to pending eSignatures to keep you updated on their status. Users can subscribe to alerts which will be issued when cards require their eSignatures. On the user profile, expand the Email...
by Carl Mueller | Dec 2, 2024 | Product Tips & Tricks
Following steps will take you from creating a new customer to setting up all project fields, equipment list and card list. Set Up Customer with Codes and Statuses (Gear > Lists > Companies) Video: Add Customer to DocBoss (includes all steps from creating a...
