by Alina Sonke | Jul 10, 2023 | Product Tips & Tricks
This is in the second in a series of articles regarding the topic of add/edit routing scenarios. Click here to access the first article. This article explains how to add or edit routing scenarios inside DocBoss. Add routing scenarios Typically, users will manage...
by Alina Sonke | Jul 8, 2023 | Product Tips & Tricks
This is the first in a series of four posts regarding routing scenarios inside DocBoss and how to apply them per stage. Each of the these four posts was part of a larger release update earlier this year from February 2023 which you can view in detail here. If using...
by Carl Mueller | Jul 2, 2023 | Product Tips & Tricks
When routed internally, the documents are moved to user specific work areas called “Outstanding Actions”. Inside that area, users will make comments on the documents, while having the option to upload a new version of the file. Once they have done the review, they...
by Alina Sonke | Jun 30, 2023 | Product Tips & Tricks
DocBoss has a Prices & Estimates module to help you bill for your customers for the documentation you provide. You can itemize for each aspect of the documentation work you do and then charge it back to your customers, if you desire. When working with Prices &...
by Carl Mueller | Jun 20, 2023 | Product Tips & Tricks
You can have as many named DocBoss users as you like each with their own personal login credentials. This not only limits who has access to DocBoss but you can also further decide what level of access each user should have. Below, we’ll discuss the different...
by Carl Mueller | Jun 9, 2023 | Product Tips & Tricks
Here’s a question I came across online, asked by a document controller to other people in the industry. What is the average turnaround time from submit to approval during the document control process? She also mentioned that she was looking for various metrics...
