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...
by Carl Mueller | Jun 11, 2024 | Product Tips & Tricks
A few weeks back we spoke on the topic of document indexing by tag in DocBoss. Here’s an updated article on a related topic. Our new output format lists the units on a project and cross-references the documents each unit is linked to. Users can create reports...
by Carl Mueller | Jun 9, 2024 | Product Tips & Tricks
This is an updated article on the subject of a split parameter in the bulk matching process in DocBoss. If the uploaded files don’t match with any card, we show you an error in the top area of the matching screen. You can check the cause by hovering over the...
by Alina Sonke | Jun 7, 2024 | Product Tips & Tricks
When working with a large number of assigned actions, users may prefer to complete actions in bulk. This also has other applications such as completing actions on behalf of another user. This option must first be enabled under the user’s profile. Here’s...
