by Carl Mueller | Apr 16, 2023 | Product Tips & Tricks
This article explains the third step in the eSign process. Check at the bottom of the page to view steps 1 (Generate an eSignature Certificate) and step 2 (Set eSignature requirements per Doc Code). Select cards, and initiate submittal Select the documents you wish to...
by Carl Mueller | Apr 14, 2023 | Product Tips & Tricks
Did you know that DocBoss support staff can help you directly with issues related to your account? While we have an entire support website that answers frequently asked questions and provides videos and articles related to current and new functionality that might...
by Brad Bowyer | Apr 11, 2023 | Product Tips & Tricks
In DocBoss, cards are essentially placeholders for the actual documents. Like a file folder, if you will. A card contains all of the history and revisions of a particular document, as well as the most current version of the document and its metadata. We wrote in...
by Carl Mueller | Apr 9, 2023 | Product Tips & Tricks
Do you manually populate your document register and then have to manually update it each time it changes? With DocBoss, your document register is auto-created for each project and automatically updates throughout your project each time it changes. Check out the short...
by Brad Bowyer | Apr 7, 2023 | Product Tips & Tricks
This article provides steps to set up and use custom fields where the type is “List”. Using a list takes out any risk of typos as it gives the user a list of pre-existing values to choose from, rather than typing in the values. You have the option to...
by Carl Mueller | Apr 4, 2023 | Product Tips & Tricks
Did you know you can configure the lenses on the DocBoss dashboard to better filter information in a way that makes sense for you? Lenses give users the ability to filter the information INSIDE each dashboard tile. For example: Assume you have a custom “critical”...
