by Carl Mueller | Dec 17, 2024 | Product Tips & Tricks
The Default Users / Lists area of the main setup allow you to define key contacts for the specific project. It also includes the selection of the lists you will be using to manage the project. Any fields marked with a red asterisk (*) are mandatory. The settings for...
by Alina Sonke | Dec 14, 2024 | Product Tips & Tricks
Sometimes internal approval will not be suitable for a project’s needs, but a similar workflow with a structured internal review of documents is required. This article explains how to set up an internal routing stage using a combination of the stage list and...
by Carl Mueller | Dec 12, 2024 | Product Tips & Tricks
The DocBoss blog features articles that show many benefits of DocBoss while also discussing common issues that document controllers experience, and how DocBoss addresses them. Here are 5 of the most popular blog posts we’ve written that consistently get the most views...
by Carl Mueller | Dec 11, 2024 | Product Tips & Tricks
The customer portal provides a secure location for your customers to upload documents directly into your DocBoss projects. The customer can also download received documents. The following describes what your customer sees when they access the portal. To access to the...
by Carl Mueller | Dec 8, 2024 | Product Tips & Tricks
Users may preset the default settings for compilations and packages. These are created at the instance, and are selected on the project template. They are loaded onto the project at initiation. So if you find yourself always updating the compilation settings, you can...
by Carl Mueller | Dec 5, 2024 | Product Tips & Tricks
You can add eSignatures to documents within DocBoss and can also be alerted to pending eSignatures to keep you updated on their status. Users can subscribe to alerts which will be issued when cards require their eSignatures. On the user profile, expand the Email...
