by Carl Mueller | Feb 7, 2023 | Product Tips & Tricks
On auto-created cards, you can split a card into two, and assign specific units to each card with DocBoss. Here is how to get started. Navigate to the card list, and click the split icon. From the pop up, click create new card. The internal references for the cards...
by Carl Mueller | Feb 6, 2023 | Product Tips & Tricks
In DocBoss the stage name adder is the text that a customer wants to be included on the cover sheet, Specifically if the next revision of a document that they returned as Approved with comments or Rejected. For example they may ask you to indicate: “Customer Comments...
by Carl Mueller | Feb 4, 2023 | Product Tips & Tricks
The following are quick tip videos to further support our help desk articles and videos. These quick tip videos have been created based on frequently asked questions. Compilation Settings Edit Document Numbers via CSV (also includes how to change manual number back...
by Carl Mueller | Feb 2, 2023 | Product Tips & Tricks
Using an email address from your domain (Important!) For DocBoss to send email using your normal email address (xxx@yourdomain.com) instead of do-not-reply@docboss.com), you must enable both SPF and DKIM records on your domain. These settings are required to minimize...
by Carl Mueller | Jan 30, 2023 | Product Tips & Tricks
You can test the cover page for any card within DocBoss. First navigate to the card history screen. You can do this by clicking the history icon in the tools column of the card list for any specific card. Its nice to open a few cards with different tag lists –...
