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...
by Carl Mueller | Oct 25, 2023 | News and Events
DocBoss is happy to announce our latest release for October 2023. All updates are now available for all DocBoss customers. You can view all current and past releases by visiting our DocBoss release database. All releases come with descriptions and screenshots to show...
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...
