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...
by Carl Mueller | Oct 12, 2023 | Product Tips & Tricks
Permissions may only be managed from the Manage Users screen. Note that there is a View Permissions screen from the instance menu, but it is READ ONLY and is available to all user types. To edit user permissions, you must have an admin role. To get here: Open the...
