by Carl Mueller | Oct 17, 2024 | Product Tips & Tricks
DocBoss offers eSignatures for your outgoing documents. eSignatures offer you convenience and efficiency as well as improved security for your important documents. DocBoss allows eSignatures to be applied to outgoing documents in 2 forms: System applied (Hidden) This...
by Carl Mueller | Oct 15, 2024 | Product Tips & Tricks
DocBoss has updated the document viewer to include updated navigation options, more flexibility, and extended markup options. See below for a detailed description of the new features. New Viewer functions Viewer navigation Scroll (vertical) via mouse scroll Zoom via...
by Carl Mueller | Oct 13, 2024 | Product Tips & Tricks
DocBoss helps you customize your outgoing submittals to EPC customers at the end of projects in whichever way your customer desires. Right down the font on the cover pages, in fact! Below, we’ll let discuss several aspects of customizing your outdoing...
by Carl Mueller | Oct 11, 2024 | Product Tips & Tricks
This article focuses on the issue of cards and specifically, how to change the stage list from the assign screen in DocBoss. We built an entirely new interface to allow users to see and change the stage data while assigning a card. Users no longer have to create the...
by Carl Mueller | Oct 7, 2024 | Product Tips & Tricks
Here are some ways to use markups in DocBoss when necessary. Line/Arrow, and Sticky Note Additional markup tools are available – arrow/line tool (1A, 1B, 1C) and sticky note tool (2A, 2B, 2C). These are accessible by selecting the markup icon in the viewer....
by Carl Mueller | Oct 5, 2024 | Product Tips & Tricks
DocBoss has updated the document viewer to include updated navigation options, more flexibility, and extended markup options. See below for a detailed description of the new features. New Viewer functions Viewer navigation Scroll (vertical) via mouse scroll Zoom via...
