by Carl Mueller | Oct 15, 2023 | Product Tips & Tricks
If you have assigned a Reviewing Option to your document, when it becomes due it will show a warning for the cards that need to be reviewed. To renew these documents, select the applicable document and click on edit. This gives you the ability to modify any existing...
by Carl Mueller | Oct 13, 2023 | Product Tips & Tricks
How does DocBoss treat the idea of a “Company?” It depends on the situation. A Company in DocBoss is a generic corporate entity. The following are examples of Companies: – Customer (company to whom you submit your documents or an EndUser) – Sub-Supplier...
by Carl Mueller | Oct 12, 2023 | Product Tips & Tricks
Permissions may only be managed from the Manage Users screen. Note that there is a View Permissions screen from the instance menu, but it is READ ONLY and is available to all user types. To edit user permissions, you must have an admin role. To get here: Open the...
by Carl Mueller | Oct 7, 2023 | Product Tips & Tricks
In DocBoss we use a number of terms that we’ve defined below. Some might be ones you’re already familiar with but others might be new for you. We’ve also provided a link below to the different user levels that exist inside DocBoss to show you what...
by Carl Mueller | Oct 5, 2023 | Product Tips & Tricks
Sometimes users may receive an “upload error” message when trying to upload a file to DocBoss. Common issues and resolutions are listed below. Common issues File type DocBoss maintains a list of acceptable file types for upload. For the complete list, see...
by Carl Mueller | Oct 1, 2023 | Product Tips & Tricks
The steps below explain how to export and import an existing collection of documents in an instance’s library. For instructions on adding new files to the library, see here. Export library documents and metadata From the system menu, select Library > Manage...
