by Carl Mueller | Dec 28, 2023 | Product Tips & Tricks
This article discusses how to enable manual cards inside DocBoss. If you’d like to take a step about cards and how they work in DocBoss, click here to read an overview. How to Enable Manual Cards To add manual cards to a project, you must first ensure the manual...
by Carl Mueller | Dec 26, 2023 | Product Tips & Tricks
You can add markups to the files when you upload them to DocBoss. These consist of annotations (the vector drawing) and comment. Turn viewer on Markups are only available in the full viewer Click the box to enable the markup interface Click and drag on the document to...
by Carl Mueller | Dec 24, 2023 | Product Tips & Tricks
In some cases, customers require that stamps are placed directly onto the document, rather than, or in addition to a cover page. DocBoss allows users to upload stamp templates, and stamp documents. The same variables as used on cover pages can be used in stamp...
by Carl Mueller | Dec 22, 2023 | Product Tips & Tricks
We have plenty of topics that we’ve written about on this site regarding the use of templates within DocBoss to save you time and effort for every project you do. Popular template-related topics include: Create a New Email Template With DocBoss Testing...
by Carl Mueller | Dec 20, 2023 | Product Tips & Tricks
We’ve already covered a number of template-related topics on this blog including email templates, project templates, and SDI templates among others. In this article we’ll discuss how to format HTML email templates and email signatures as you like....
by Carl Mueller | Dec 19, 2023 | Product Tips & Tricks
A great benefit of DocBoss is how manual tasks normally associated with the document control function can become automated. One related benefit is how you can save templates that are frequently used rather than creating them scratch each time. Before starting, note...
