by Carl Mueller | Feb 6, 2024 | Product Tips & Tricks
What if you want to set the date once and forget it, and simply use the same date format for all projects moving forward? Maybe you need to set a specific date format for a project(s) due to a customer request. The good news is that with DocBoss, you can easily and...
by Alina Sonke | Dec 15, 2023 | Product Tips & Tricks
A project is the container object in DocBoss. It defines the information required to manage your documentation. It typically reflects the purchase order detail from your customer. 1. Create new project From Project List (option 1) Click the Add icon in the top...
by Carl Mueller | Dec 9, 2023 | Product Tips & Tricks
How can you access a complete list of outstanding actions for a particular project within DocBoss at any given time? The outstanding actions grid is used to display a list of all the current assigned actions: Actions can be checked in the Action Dashboard screen...
by Carl Mueller | Dec 7, 2023 | Product Tips & Tricks
Processing returned files from a customer is just one aspect of document routing within DocBoss. All returned files from a customer shall be assigned to a card and processed with return status and routing actions. When a document is returned in a complete status (like...
by Carl Mueller | Dec 1, 2023 | Product Tips & Tricks
Several days ago, we wrote about the various definitions of a project during the set up process. In this article we’ll refer to a short video that you can access below that show you how to set up a project in DocBoss while showing you all the things you can...
