by Carl Mueller | Sep 9, 2023 | Product Tips & Tricks
How do you easily upload documents into DocBoss and then assign workflow? A picture is worth 1000 words so here’s a video of how it’s done. We’ll quickly discuss a number of related issues to show you the full functionality....
by Carl Mueller | Sep 6, 2023 | Product Tips & Tricks
If you need to export many files simultaneously while using DocBoss, there’s a way to do so to save time and effort. You can access the DocBoss Bulk Doc Download feature. Here’s how to do it whether you’re working with a single project or multiple...
by Carl Mueller | Sep 2, 2023 | Product Tips & Tricks
The templates feature of DocBoss enables you to set up frequently-used documents in a library to quickly locate and use them in the future as needed. It’s a time saver in more ways than one since you save the time of setting up the document each time and...
by Carl Mueller | Aug 28, 2023 | Product Tips & Tricks
If you’re setting up a new DocBoss project, there are several steps to follow and we’re happy to outline them below so you can see how easy it is to do. Following these steps will take you from creating a new customer to setting up all project fields,...
by Carl Mueller | Aug 26, 2023 | Product Tips & Tricks
When users build card lists with levels, such as one card per tag for example, but later realize that one card covers multiple tags, there is no longer a need for the additional cards. Rather than leave the original cards as pending, DocBoss allows you to merge...
