by Carl Mueller | Oct 23, 2023 | Product Tips & Tricks
If you work with incomplete equipment lists, there’s a way DocBoss helps you handle them. If a DocBoss user is working with an order that does not include a sub-unit of each type for each main unit, they can leave the cells where the units would have been added...
by Carl Mueller | Oct 21, 2023 | Product Tips & Tricks
The following describes what your suppliers see when they access the portal. Note the URL you use to login – your suppliers will go to that same URL (i.e. could be system , 2, 3, 4.docboss.com). They will enter their email address and password as you defined for...
by Carl Mueller | Oct 19, 2023 | Product Tips & Tricks
The Project Template screen (both at project level and admin level) has been redesigned to feature different tabs for each group of settings. Below we’ll take a look at Project Templates and Output Templates and how they work inside DocBoss. Project...
by Carl Mueller | Oct 15, 2023 | Product Tips & Tricks
If you have assigned a Reviewing Option to your document, when it becomes due it will show a warning for the cards that need to be reviewed. To renew these documents, select the applicable document and click on edit. This gives you the ability to modify any existing...
by Carl Mueller | Oct 13, 2023 | Product Tips & Tricks
How does DocBoss treat the idea of a “Company?” It depends on the situation. A Company in DocBoss is a generic corporate entity. The following are examples of Companies: – Customer (company to whom you submit your documents or an EndUser) – Sub-Supplier...
