by Carl Mueller | Dec 5, 2024 | Product Tips & Tricks
You can add eSignatures to documents within DocBoss and can also be alerted to pending eSignatures to keep you updated on their status. Users can subscribe to alerts which will be issued when cards require their eSignatures. On the user profile, expand the Email...
by Carl Mueller | Feb 10, 2024 | Product Tips & Tricks
DocBoss enables the addition of eSignatures on outgoing documents to your EPC customers. You can additionally choose whether you have no stamp visible or if you have a user applied stamp. For Instance eSignature (no visible stamp) This article explains the first step...
by Carl Mueller | Feb 8, 2024 | Product Tips & Tricks
For Instance eSignature (no visible stamp) This article explains the first step in the eSignature process. It must be generated by an admin user via the admin menu: Navigate to Admin > General > Instance eSignature Settings: Select whether you want...
by Carl Mueller | Apr 16, 2023 | Product Tips & Tricks
This article explains the third step in the eSign process. Check at the bottom of the page to view steps 1 (Generate an eSignature Certificate) and step 2 (Set eSignature requirements per Doc Code). Select cards, and initiate submittal Select the documents you wish to...
by Brad Bowyer | Oct 7, 2022 | Product Tips & Tricks
Can you enable eSignature alerts and subscribe to receive notifications from DocBoss when required? Yes, you can. Below we’ll discuss this topic and show you how to quickly set them up. eSignature alerts Users can subscribe to alerts which will be issued when...
