by Carl Mueller | Oct 29, 2023 | Product Tips & Tricks
When receiving submittals with many files, users may want to use bulk processing to bring incoming documents into DocBoss. Instead of users individually dragging files into each card, DocBoss will attempt to automatically match each file to the appropriate card....
by Carl Mueller | Oct 27, 2023 | Product Tips & Tricks
DocBoss recently moved to a new grid system for all DocBoss users to take advantage of. Note: The below description applies only to grids which have been migrated to our new grid. The list of deployed grids is at the bottom of the article. New grids are added with...
by Carl Mueller | Oct 23, 2023 | Product Tips & Tricks
If you work with incomplete equipment lists, there’s a way DocBoss helps you handle them. If a DocBoss user is working with an order that does not include a sub-unit of each type for each main unit, they can leave the cells where the units would have been added...
by Carl Mueller | Oct 21, 2023 | Product Tips & Tricks
The following describes what your suppliers see when they access the portal. Note the URL you use to login – your suppliers will go to that same URL (i.e. could be system , 2, 3, 4.docboss.com). They will enter their email address and password as you defined for...
by Carl Mueller | Oct 19, 2023 | Product Tips & Tricks
The Project Template screen (both at project level and admin level) has been redesigned to feature different tabs for each group of settings. Below we’ll take a look at Project Templates and Output Templates and how they work inside DocBoss. Project...
by Alina Sonke | Oct 17, 2023 | Product Tips & Tricks
When working with Sub-Suppliers, there are several options that can be enabled for DocBoss to help identify which documents belong to each sub-supplier and to make submittals and expediting easier. Sub-Supplier List When using auto-generated cards, each card has a set...
