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...
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 5, 2024 | Product Tips & Tricks
Are you thinking about ways to improve the way you handle document control? DocBoss helps to automate many aspects of document control that you might currently do manually. DocBoss helps to save time, increase efficiencies and reduce errors among other great...
by Carl Mueller | Jul 17, 2024 | Product Tips & Tricks
Once an Action has been applied to a card, it remains in the Outstanding Actions Grid until the Action has been marked complete or REMOVED. You can view all Outstanding Actions (for all projects in your instance) OR you can view Outstanding Actions specific to a...
