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...
by Carl Mueller | Oct 15, 2024 | Product Tips & Tricks
DocBoss has updated the document viewer to include updated navigation options, more flexibility, and extended markup options. See below for a detailed description of the new features. New Viewer functions Viewer navigation Scroll (vertical) via mouse scroll Zoom via...
by Carl Mueller | Oct 13, 2024 | Product Tips & Tricks
DocBoss helps you customize your outgoing submittals to EPC customers at the end of projects in whichever way your customer desires. Right down the font on the cover pages, in fact! Below, we’ll let discuss several aspects of customizing your outdoing...
by Carl Mueller | Oct 11, 2024 | Product Tips & Tricks
This is an updated article with more detail on the topic of how change stages on the stage list from the edit/assign screen. The assign slide-in show several pieces of information related to the stage list. The name of the stage list The option to edit the stage list...
by Carl Mueller | Oct 9, 2024 | Blog
DocBoss has a number of reporting features that you can use to monitor project progress at any given time. Earlier this year we added a usage report per user account that you can easily access as follows: Since all DocBoss users are named users, you can...