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...
by Carl Mueller | Jul 15, 2024 | Product Tips & Tricks
Workflow Option: Routing Documents via Actions When routed internally, the documents are moved to user specific work areas called “Outstanding Actions”. Inside that area, users will make comments on the documents, while having the option to upload a new version of the...
by Carl Mueller | Jun 27, 2024 | Product Tips & Tricks
Adding contacts to your customers allows you to select the contact in your project set up giving you the ability to know the project contacts at a quick glance. It also allows you to use that contact as a variable on any output documents (Cover Pages,...
by Brad Bowyer | Jun 17, 2024 | Product Tips & Tricks
When you start using DocBoss, what do you need to do to get started? This week we brought another new customer on board so it’s a timely topic. After a 1 hour pre training phone call to set the table for how you will use DocBoss to your advantage, we followed up...
by Alina Sonke | Jun 7, 2024 | Product Tips & Tricks
When working with a large number of assigned actions, users may prefer to complete actions in bulk. This also has other applications such as completing actions on behalf of another user. This option must first be enabled under the user’s profile. Here’s...
