by Carl Mueller | Aug 29, 2024 | Product Tips & Tricks
If you make a mistake assigning files into cards, you can undo it 2 ways From the assign screen 1) Go to the Assigned tab, and 2) Click the Rollback Latest Assignment icon. Note that if the document has already undergone additional workflow, (submittal, routing etc),...
by Alina Sonke | Aug 27, 2024 | Product Tips & Tricks
Do you work with CSV (Comma Separated Values) files as part of your document control work? Here’s how to deal with CSV files and some rules and tips to make your work with them easier! Save file as CSV (Comma delimited) To get proper format of CSV file for...
by Carl Mueller | Aug 25, 2024 | Product Tips & Tricks
We are increasingly getting inquiries from potential customers who currently do work with DocBoss customers. So these potential customers became familiar with DocBoss because their own customers use it. Periodically, we also have DocBoss customers looking for...
by Carl Mueller | Aug 23, 2024 | Product Tips & Tricks
This article explains the steps to applying stamps. Please keep in mind, for the stamps to show on the documents (not just a preview), they must be sent via outgoing submittals. It is during this process DocBoss adds the stamp you apply to the document. Apply stamp...
by Carl Mueller | Aug 21, 2024 | Product Tips & Tricks
To add and edit headers and footers to your documents, navigate to the Main Setup page of your project where available fields are shown in the Formats group > Document Header/Footer Settings. Font – Default is set to size 8 but can be changed to any other...
by Carl Mueller | Aug 20, 2024 | Product Tips & Tricks
Have you accessed the new DocBoss support site yet? Click here to go directly to it and view all DocBoss product release updates, documents, videos, FAQs and more. We recently revamped the entire site and have modernized the look while also improving the functionality...
