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 Alina Sonke | Nov 22, 2024 | Product Tips & Tricks
Did you know that DocBoss has a Learning Mode? Learning mode is indicated by the icon to the left so you know what you’re looking for. This feature is designed to direct new users to the relevant articles in DocBoss documentation, depending on the screen they...
by Carl Mueller | Nov 10, 2024 | Blog
Automating tasks that you might typically do manually can save time and make doc control work more efficient in a number of ways. Automating document control processes can free up a significant amount of time for your employees in several ways. Let’s take a look...
by Carl Mueller | Aug 31, 2024 | Product Tips & Tricks
You can view documents in DocBoss without having to download them first. Enabling the viewer is super easy, the viewer “Switch” is a toggle that allows you to turn it on or off. Incoming Docs File Staging Area Once it is enabled it will show you two options,...
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...
