by Carl Mueller | Oct 7, 2023 | Product Tips & Tricks
In DocBoss we use a number of terms that we’ve defined below. Some might be ones you’re already familiar with but others might be new for you. We’ve also provided a link below to the different user levels that exist inside DocBoss to show you what...
by Carl Mueller | Oct 5, 2023 | Product Tips & Tricks
Sometimes users may receive an “upload error” message when trying to upload a file to DocBoss. Common issues and resolutions are listed below. Common issues File type DocBoss maintains a list of acceptable file types for upload. For the complete list, see...
by Carl Mueller | Oct 3, 2023 | Blog
In situations where companies request to merge or split existing instances, the steps in this article help with getting the new instance set up for use. This article assumes that the company is: Merging two (or more) existing instances into one, OR Splitting one...
by Carl Mueller | Oct 1, 2023 | Product Tips & Tricks
The steps below explain how to export and import an existing collection of documents in an instance’s library. For instructions on adding new files to the library, see here. Export library documents and metadata From the system menu, select Library > Manage...
by Carl Mueller | Sep 27, 2023 | Blog
Assign active, native AND comment files from the file staging area (multi drag/drop) When assigning files, if the user multi-selects 2 or more files and drags them onto a card, DocBoss will ask for the destination for each file. This allows you to upload comment and...
