by Carl Mueller | Jul 17, 2024 | Product Tips & Tricks
Once an Action has been applied to a card, it remains in the Outstanding Actions Grid until the Action has been marked complete or REMOVED. You can view all Outstanding Actions (for all projects in your instance) OR you can view Outstanding Actions specific to a...
by Carl Mueller | Jul 15, 2024 | Product Tips & Tricks
Workflow Option: Routing Documents via Actions When routed internally, the documents are moved to user specific work areas called “Outstanding Actions”. Inside that area, users will make comments on the documents, while having the option to upload a new version of the...
by Carl Mueller | Jul 13, 2024 | Product Tips & Tricks
This is an updated article that we wrote several years ago, to refer to new functionality now available for expediting. Where To Find Expediting Features These settings are inside each project in the Setup > Expediting Settings area. Target and Recipients Users...
by Alina Sonke | Jul 11, 2024 | Product Tips & Tricks
A Document Code in DocBoss is a specific customer code or project code used to create project document groups. The following are examples of common Doc Codes: Adding Doc Codes to your customers allows you to re-use them in any of their Projects and the easiest way to...
by Alina Sonke | Jul 9, 2024 | Product Tips & Tricks
For this article, we will focus on the topic of Affiliate companies that you might work with when using DocBoss and how to add them. Topics Overview Add affiliate companies Assign project to affiliate Affiliate user access Assign licenses per affiliate Update user...
by Carl Mueller | Jul 5, 2024 | Product Tips & Tricks
At DocBoss, we regularly make updates that are immediately available to all customers! You can view recent product updates on our main updates page for full release notes, screenshots and explanations of new benefits. DocBoss has updated the document viewer to include...
