by Alina Sonke | Jan 31, 2025 | Product Tips & Tricks
This article will discuss the concept of ad-hoc submittals in DocBoss and how to use them when required. Ad-Hoc submittals are special, in that they do NOT affect the workflow of your documents. It is simply a way to get documents to anyone outside the company,...
by Alina Sonke | Jan 28, 2025 | Product Tips & Tricks
Welcome to DocBoss! We’re glad to have you on board. Below we have compiled a guide to jumpstart your progress, updated and new information to help you take advantage of all DocBoss benefits. Sign in If you haven’t yet signed into DocBoss, expand the...
by Carl Mueller | Jan 24, 2025 | Product Tips & Tricks
DocBoss allows users to create a tile on the Project Dashboard which contains the data from many projects. Create multi-project tile On the Project Dashboard, select Add Tile. Enter a name for the tile and select whether to add projects by dynamic selection, static...
by Alina Sonke | Jan 5, 2025 | Product Tips & Tricks
The project menu serves as navigation inside individual projects. To access this menu, you’ll first have to navigate to a project. Ways to open existing projects in DocBoss: Search for the project in the search bar on the top right of any screen, then click on...
by Carl Mueller | Dec 20, 2024 | Product Tips & Tricks
Creating a “Job” allows you to group multiple projects together for reporting and searches. For example, if you have two projects for a customer and you want to report across both projects, enter a job number on Project 1 and enter the same job number on...
