by Alina Sonke | Dec 17, 2023 | Product Tips & Tricks
DocBoss wasn’t really designed to build source documents directly, but our document index templates certainly bring that thought forward. Note: – Files can be submitted as PDF and Excel – Templates are uploaded as DOCUMENT INDEX type – Cover...
by Alina Sonke | Dec 15, 2023 | Product Tips & Tricks
A project is the container object in DocBoss. It defines the information required to manage your documentation. It typically reflects the purchase order detail from your customer. 1. Create new project From Project List (option 1) Click the Add icon in the top...
by Carl Mueller | Dec 13, 2023 | Product Tips & Tricks
This is an updated article on a post we wrote about 2 years ago related to setting default routing for completed or incomplete cards inside DocBoss. Default/forced routing can be defined for any stage. You can define an assignment for all cards which come back either...
by Carl Mueller | Dec 9, 2023 | Product Tips & Tricks
How can you access a complete list of outstanding actions for a particular project within DocBoss at any given time? The outstanding actions grid is used to display a list of all the current assigned actions: Actions can be checked in the Action Dashboard screen...
by Carl Mueller | Dec 7, 2023 | Product Tips & Tricks
Processing returned files from a customer is just one aspect of document routing within DocBoss. All returned files from a customer shall be assigned to a card and processed with return status and routing actions. When a document is returned in a complete status (like...
by Carl Mueller | Dec 5, 2023 | 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....
