by Carl Mueller | Oct 25, 2024 | Product Tips & Tricks
DocBoss provides workflow benefits that you can take advantage of. Here are several aspects of workflow that you can use: Parallel Routing: Select multiple users per role Users may now assign routing to multiple people for each role. All users must complete the review...
by Carl Mueller | Oct 23, 2024 | Product Tips & Tricks
One of the time-saving features of DocBoss that customers love the most is the compilations and submittals feature. Let’s take a look at some options you can use to make document control work more efficient and less time-consuming. Compilation and Package...
by Carl Mueller | Oct 21, 2024 | Product Tips & Tricks
Since we routinely make updates to DocBoss functionality for all customers to use, we thought it worth updating you on some changes that involve working with Cards. Here are some updates that result in less work for you and more options to take advantage of. Change...
by Carl Mueller | Oct 19, 2024 | Product Tips & Tricks
Are you using all the great reporting features within DocBoss? DocBoss reporting features can easily be used to produce metrics for each project to see how you are performing for all open and closed projects. Here are examples of reports you can utilize on an...
by Carl Mueller | Oct 17, 2024 | Product Tips & Tricks
DocBoss offers eSignatures for your outgoing documents. eSignatures offer you convenience and efficiency as well as improved security for your important documents. DocBoss allows eSignatures to be applied to outgoing documents in 2 forms: System applied (Hidden) This...
