by Carl Mueller | Feb 18, 2024 | Product Tips & Tricks
This article discusses how to create a copy of a card or create a new sheet during a project. We’ll discuss both instances below with several screenshots to illustrate the work. Create Copy Copying a card is useful when you require an exact duplicate of a card...
by Carl Mueller | Feb 16, 2024 | Product Tips & Tricks
This is an updated article on how to adjust and customize the Table of Contents so that you can meet whatever specifications your EPC customers desire for every project. As we’ll see below, you can customize the Table right down to the font size you use. The...
by Carl Mueller | Feb 14, 2024 | Product Tips & Tricks
There may be some situations when a Card needs to be dismissed but the history and file still needs to be used in a different card. e.g. A Merged Set which contain cards related to Tag1, Tag2, Tag3 was sent and reviewed by the customer. In this article, we’ll...
by Carl Mueller | Feb 12, 2024 | Product Tips & Tricks
This article explains the second step of the eSignature process in DocBoss. You can access the first article where we discussed how to generate (or upload) eSignature certificates. Set Defaults per Doc Code Default eSignature settings can be assigned to each Doc Code...
by Carl Mueller | Feb 10, 2024 | Product Tips & Tricks
DocBoss enables the addition of eSignatures on outgoing documents to your EPC customers. You can additionally choose whether you have no stamp visible or if you have a user applied stamp. For Instance eSignature (no visible stamp) This article explains the first step...
by Carl Mueller | Feb 8, 2024 | Product Tips & Tricks
For Instance eSignature (no visible stamp) This article explains the first step in the eSignature process. It must be generated by an admin user via the admin menu: Navigate to Admin > General > Instance eSignature Settings: Select whether you want...
