by Alina Sonke | Nov 10, 2023 | Product Tips & Tricks
This article discusses how to select cover page templates and settings on a project basis. On Project Main > Cover Pages and Stamps, you can choose which template you want to use for your project, for both Customer and Sub-Supplier submittals. You can also choose...
by Carl Mueller | Nov 8, 2023 | Product Tips & Tricks
You can view documents in DocBoss without having to download them first. Enabling the viewer is super easy. The viewer “Switch” is a toggle that allows you to turn it on or off. Incoming Documents File Staging Area Once it is enabled it will show you two options,...
by Carl Mueller | Nov 6, 2023 | Product Tips & Tricks
DocBoss enables you to customize your cover pages in virtually any way you like right down to the font used. You can also include cover pages on all outgoing documents if required. When you make changes to a cover page, you can then quickly test the page to ensure it...
by Carl Mueller | Nov 4, 2023 | Product Tips & Tricks
This is an update from a post from 2 years ago that discusses stages inside DocBoss. Let’s take a look at the concept of stages are how they work. What is a Stage? A stage is the workflow of a document until it reaches a completed status. A document may need...
by Brad Bowyer | Nov 2, 2023 | Product Tips & Tricks
To enable Multi-Factor Authentication (MFA) your security enabled user should navigate to the security settings screen. Note that only the users with security settings will see this interface. Admin > Security Settings. 1. Enable the option for submittal recipient...
by Tunde Dorloti | Oct 31, 2023 | Product Tips & Tricks
To begin discussing Bulk Processing inside DocBoss, first let’s talk about the default settings. Default Settings Every user can change incoming submittal process to have Bulk Processing turned on or turned off by default. This can be managed by incoming type....
