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. Stamps can be...
by Carl Mueller | Aug 21, 2024 | Product Tips & Tricks
To add and edit headers and footers to your documents, navigate to the Main Setup page of your project where available fields are shown in the Formats group > Document Header/Footer Settings. Font – Default is set to size 8 but can be changed to any other...
by Carl Mueller | Aug 20, 2024 | Product Tips & Tricks
Have you accessed the new DocBoss support site yet? Click here to go directly to it and view all DocBoss product release updates, documents, videos, FAQs and more. We recently revamped the entire site and have modernized the look while also improving the functionality...
by Carl Mueller | Aug 19, 2024 | Product Tips & Tricks
Sometimes, you customer gives you a rather GENERIC doc code. But in your company, there are several separate documents which correspond to that code, and you want to manage them all separately (so you can keep track of the ones you are missing etc…). A classic...
by Carl Mueller | Aug 17, 2024 | Product Tips & Tricks
This is an updated article from several years ago that discusses how to disable the major tag module in DocBoss while setting up the project. When a project is in progress (equipment/cards are linked to major tags), the Major Tag module cannot be disabled. Generally,...
