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 –...
by Carl Mueller | Jan 28, 2023 | Product Tips & Tricks
DocBoss has many reporting features you can take advantage of and customize as you need. You can use these tools to better monitor and account for your document control work. Case in point: filtering the card list and multi-project card report. Filtering on the card...
by Carl Mueller | Jan 26, 2023 | Product Tips & Tricks
Yes, DocBoss users can update previously submitted documents submittal dates. Updating it on the outgoing submittal will then update the date in the card history and all templates (SDI and in document cover pages added during submittal and also in compilation cover...
