by Carl Mueller | Feb 4, 2024 | Product Tips & Tricks
Turn around days refers to the number of days you set and specify a customer has to review and return documents you have sent to them. The purpose of this feature is to put a limit and deadline on the return of important documents processed through DocBoss to keep...
by Carl Mueller | Jan 17, 2024 | Product Tips & Tricks
This article explains how to apply conditions to document auto-numbering, outgoing file name, and compilation pattern formats. Using IF statements for Document Auto-Numbering Format If you have document numbers that differ depending on whether the document is a...
by Carl Mueller | Dec 3, 2023 | Product Tips & Tricks
There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result. On the project template, you select the source columns (and add text if you wish)...
by Alina Sonke | Jun 30, 2023 | Product Tips & Tricks
DocBoss has a Prices & Estimates module to help you bill for your customers for the documentation you provide. You can itemize for each aspect of the documentation work you do and then charge it back to your customers, if you desire. When working with Prices &...
by Carl Mueller | Jun 26, 2023 | Document Control
DocBoss helps process equipment suppliers manage and deliver custom engineering documentation to their customers in the instance where the document control function is time-consuming and frustrating. DocBoss is especially helpful to companies who tag their products,...
