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...
by Carl Mueller | Nov 30, 2023 | Product Tips & Tricks
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 customer (the company to whom you are submitting the documentation), all...
by Carl Mueller | Nov 20, 2023 | Product Tips & Tricks
DocBoss allows you to define a larger workflow for each document code. Maybe drawings must be issued as IFA, then IFC, then As-Built. But what about calibration certificates? Surely those are only issued as IFR or IFI. DocBoss allows you to assign a default workflow...
