by Carl Mueller | Dec 2, 2024 | Product Tips & Tricks
Following steps will take you from creating a new customer to setting up all project fields, equipment list and card list. Set Up Customer with Codes and Statuses (Gear > Lists > Companies) Video: Add Customer to DocBoss (includes all steps from creating a...
by Carl Mueller | Nov 4, 2024 | Product Tips & Tricks
Let’s talk about how to set up a project within DocBoss. This is the main Setup of your project. You have two options and the selection will vary the fields that are available. Option 1 – Order Option 2 – Quote Profile This section is for your...
by Carl Mueller | Oct 3, 2024 | Product Tips & Tricks
On each project the default values for bulk process are undefined until a submittal is made. On the first submittal to a target, the default value is assigned from the USER profile and is shown in the submittal pop up (checked or unchecked). Why? Some users are...
by Alina Sonke | Sep 7, 2024 | Product Tips & Tricks
Often, a customer may place an order which is very similar to an order from the past. In these circumstances, you may find it saves time to copy an existing project to jump start the setup process. Open the project you wish to copy. From the Project Menu, click Set...
by Carl Mueller | Aug 29, 2024 | Product Tips & Tricks
If you make a mistake assigning files into cards, you can undo it 2 ways From the assign screen 1) Go to the Assigned tab, and 2) Click the Rollback Latest Assignment icon. Note that if the document has already undergone additional workflow, (submittal, routing etc),...
