by Alina Sonke | May 23, 2025 | Product Tips & Tricks
To integrate internal approval into the document workflow, a stage list will need to be added that includes internal approval. If you intend to use internal approval on multiple projects, you can add the stage list at the Admin level. If you only plan to use internal...
by Alina Sonke | May 21, 2025 | Product Tips & Tricks
Internal approval is often of interest to companies who assemble engineering documentation on behalf of their customers. They want to work with their suppliers to ensure the documents are correct, prior to sending them on to their customer. Before using internal...
by Alina Sonke | May 19, 2025 | Product Tips & Tricks
In DocBoss, expediting enables you to send reports to customers, sub-suppliers, and users listing coming due/overdue documents. This article explains how to easily set up expediting reports to keep an eye on all active projects while ensuring they remain on...
by Carl Mueller | May 13, 2025 | Product Tips & Tricks
DocBoss has updated email alerts to help you keep projects on time and on budget. Here’s what we added. New look for actions email alerts: the email templates for new routing action, change to card, and internal approval have been redesigned. New email alert for...
by Carl Mueller | May 12, 2025 | Product Tips & Tricks
Here are the 5 most popular articles on the DocBoss Support website right now. Our Support website has a series of articles, videos, FAQ and other resources but you might not be aware of all the great things available to help you better use DocBoss. These are the...
by Carl Mueller | May 3, 2025 | Product Tips & Tricks
The DocBoss support website has a number of great resources to help you better utilize all the great benefits and features. Case in point: DocBoss videos. Click the link below to access 4 quick tip videos on the following topics: Compilation Settings – One of...
