by Carl Mueller | Jun 23, 2024 | Product Tips & Tricks
To view and enable automated email reports, first navigate to your User Profile Scroll down to the Email Notifications area where several reports can be enabled and sent to you by email. Alerts Action Alert Action email notifications are sent immediately...
by Carl Mueller | Jun 21, 2024 | Product Tips & Tricks
Do you need to make changes to an individual document or to multiple documents in your DocBoss library? You can either one with ease. We’ll discuss each option below. Individual Documents You can make changes to the meta data of individual documents in your...
by Alina Sonke | Jun 19, 2024 | Product Tips & Tricks
Can you use a Compilation Cover Page instead of Submittal Cover Page for Packages and Compilations? Users have the option to apply a Compilation Cover Page to compilations and packages. This is in addition to Submittal Cover Page. The compilation cover page is...
by Brad Bowyer | Jun 17, 2024 | Product Tips & Tricks
When you start using DocBoss, what do you need to do to get started? This week we brought another new customer on board so it’s a timely topic. After a 1 hour pre training phone call to set the table for how you will use DocBoss to your advantage, we followed up...
by Carl Mueller | Jun 15, 2024 | Product Tips & Tricks
The Auto-Reclaim feature allows users to complete the status of a document without uploading a new file. This is useful in situations where the customer approves a transmittal verbally or by email, but doesn’t physically return the original transmittal or documents....
by Carl Mueller | Jun 13, 2024 | Product Tips & Tricks
You can choose 4 different types of users in DocBoss and have as many or as few as you like. Each user level gives a different type of access so you can limit who in your organization has the ability to affect changes to projects in various ways. Below we’ll...
