by Carl Mueller | Feb 14, 2024 | Product Tips & Tricks
There may be some situations when a Card needs to be dismissed but the history and file still needs to be used in a different card. e.g. A Merged Set which contain cards related to Tag1, Tag2, Tag3 was sent and reviewed by the customer. In this article, we’ll...
by Carl Mueller | Feb 12, 2024 | Product Tips & Tricks
This article explains the second step of the eSignature process in DocBoss. You can access the first article where we discussed how to generate (or upload) eSignature certificates. Set Defaults per Doc Code Default eSignature settings can be assigned to each Doc Code...
by Carl Mueller | Jan 31, 2024 | Product Tips & Tricks
While you will come across Primary Document Codes in DocBoss, you can also define Secondary Document Codes and that’s what we’ll discuss in this article. Secondary Document Codes can only be added to Manually created Cards. Secondary codes cannot be added...
by Carl Mueller | Jan 11, 2024 | Product Tips & Tricks
Let’s discuss how to export the individual card history inside DocBoss. As an exception to most grids where users can click to download the data in CSV, the history grid does not currently have that option. At this time, the process to export the history of a...
by Carl Mueller | Dec 28, 2023 | Product Tips & Tricks
This article discusses how to enable manual cards inside DocBoss. If you’d like to take a step about cards and how they work in DocBoss, click here to read an overview. How to Enable Manual Cards To add manual cards to a project, you must first ensure the manual...
