by Carl Mueller | Sep 1, 2024 | Product Tips & Tricks
One of the great benefits of DocBoss is the template feature which enables you to save commonly used documents to reuse on future projects. Here’s how. Steps for creating a template Must be in excel format Any cells where the output data is to be defined by...
by Carl Mueller | Aug 31, 2024 | Product Tips & Tricks
You can view documents in DocBoss without having to download them first. Enabling the viewer is super easy, the viewer “Switch” is a toggle that allows you to turn it on or off. Incoming Docs File Staging Area Once it is enabled it will show you two options,...
by Carl Mueller | Aug 29, 2024 | Product Tips & Tricks
If you make a mistake assigning files into cards, you can undo it 2 ways From the assign screen 1) Go to the Assigned tab, and 2) Click the Rollback Latest Assignment icon. Note that if the document has already undergone additional workflow, (submittal, routing etc),...
by Carl Mueller | Aug 25, 2024 | Product Tips & Tricks
We are increasingly getting inquiries from potential customers who currently do work with DocBoss customers. So these potential customers became familiar with DocBoss because their own customers use it. Periodically, we also have DocBoss customers looking for...
by Carl Mueller | Aug 23, 2024 | Product Tips & Tricks
This article explains the steps to applying stamps. Please keep in mind, for the stamps to show on the documents (not just a preview), they must be sent via outgoing submittals. It is during this process DocBoss adds the stamp you apply to the document. Apply stamp...
