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),...
by Alina Sonke | Jul 29, 2024 | Product Tips & Tricks
Did you know you can set the turn around days that you give project members to respond to and act on project documents? This way, you can keep all project members accountable and ensure that projects stay on track and on time. Here’s how to use this great...
by Carl Mueller | Apr 27, 2024 | Product Tips & Tricks
You can easily set up a new customer inside DocBoss whenever the need arises. Once the new company Profile is set up, you will want to add an address. When you add a new project it is mandatory to select an address. From Companies List, click the specific Company Name...
by Carl Mueller | Apr 9, 2024 | Product Tips & Tricks
What if you have to create a project in DocBoss that you only want certain people to have access to, for whatever reason? Maybe it’s a highly confidential project, or a project that is simply for certain eyes only. Maybe a project simply has sensitive...
