by Alina Sonke | Dec 17, 2023 | Product Tips & Tricks
DocBoss wasn’t really designed to build source documents directly, but our document index templates certainly bring that thought forward. Note: – Files can be submitted as PDF and Excel – Templates are uploaded as DOCUMENT INDEX type – Cover...
by Carl Mueller | Nov 10, 2023 | Product Tips & Tricks
This article discusses how to select cover page templates and settings on a project basis. Navigate to the Main page of your project. In the Output Settings section under Cover Pages, you can choose which template you want to use for your project, for both Customer...
by Carl Mueller | Nov 6, 2023 | Product Tips & Tricks
DocBoss enables you to customize your cover pages in virtually any way you like right down to the font used. You can also include cover pages on all outgoing documents if required. When you make changes to a cover page, you can then quickly test the page to ensure it...
by Carl Mueller | Jan 30, 2023 | Product Tips & Tricks
You can test the cover page for any card within DocBoss. First navigate to the card history screen. You can do this by clicking the history icon in the tools column of the card list for any specific card. Its nice to open a few cards with different tag lists –...
by Carl Mueller | Oct 21, 2022 | Product Tips & Tricks
When processing files returned from the customer, DocBoss expects that the page count has NOT changed. All details are explained here. BUT, when processing documents returned from supplier default “expected cover pages” value is always set to...
