by Carl Mueller | Dec 11, 2024 | Product Tips & Tricks
The customer portal provides a secure location for your customers to upload documents directly into your DocBoss projects. The customer can also download received documents. The customer portal has been changed to allow customers to upload documents directly to...
by Carl Mueller | Dec 8, 2024 | Product Tips & Tricks
Users may preset the default settings for compilations and packages. These are created at the instance, and are selected on the project template. They are loaded onto the project at initiation. So if you find yourself always updating the compilation settings, you can...
by Carl Mueller | Dec 5, 2024 | Product Tips & Tricks
You can add eSignatures to documents within DocBoss and can also be alerted to pending eSignatures to keep you updated on their status. Users can subscribe to alerts which will be issued when cards require their eSignatures. On the user profile, expand the Email...
by Carl Mueller | Dec 2, 2024 | Product Tips & Tricks
Following steps will take you from creating a new customer to setting up all project fields, equipment list and card list. Set Up Customer with Codes and Statuses (Gear > Lists > Companies) Video: Add Customer to DocBoss (includes all steps from creating a...
by Carl Mueller | Nov 28, 2024 | Product Tips & Tricks
The walkthrough shown below uses the Card List to illustrate filtering options. Filtering on the Multi-Project Card Report screen uses the same layout. If you’d first like to take a step back and learn more about the concept of Cards in DocBoss, here are some...
by Carl Mueller | Nov 25, 2024 | Product Tips & Tricks
In DocBoss we distinguish between markups and comments and allow both. This article will focus on some useful features related to markups. You have the ability to add markups to most files. These consist of annotations (the vector drawing) and comment. Markups are...
