by Carl Mueller | Mar 21, 2024 | Product Tips & Tricks
In this article we’ll discuss updating document numbers in DocBoss and instances where it might be necessary. When uploading doc numbers using the edit data via CSV from the Card List – you must add the word (in all caps) OVERRIDE into the related column for...
by Carl Mueller | Mar 1, 2024 | Product Tips & Tricks
Project setup when a customer sends a detailed document list with numbers, instead of a list of doc codes There is a temptation to upload the customer document list to the DocBoss CODE LIST, putting doc numbers as doc codes. This generally causes confusion in DocBoss...
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)...
