by Carl Mueller | Oct 13, 2023 | Product Tips & Tricks
How does DocBoss treat the idea of a “Company?” It depends on the situation. A Company in DocBoss is a generic corporate entity. The following are examples of Companies: – Customer (company to whom you submit your documents or an EndUser) – Sub-Supplier...
by Carl Mueller | Sep 6, 2023 | Product Tips & Tricks
If you need to export many files simultaneously while using DocBoss, there’s a way to do so to save time and effort. You can access the DocBoss Bulk Doc Download feature. Here’s how to do it whether you’re working with a single project or multiple...
by Carl Mueller | Aug 28, 2023 | Product Tips & Tricks
If you’re setting up a new DocBoss project, there are several steps to follow and we’re happy to outline them below so you can see how easy it is to do. Following these steps will take you from creating a new customer to setting up all project fields,...
by Carl Mueller | Aug 5, 2023 | Product Tips & Tricks
DocBoss enables you to customize items right down to the font on your cover pages. Sometimes you might need to amend the cover page or stamp setting when a project is already in progress. Is this possible in DocBoss? It certainly is, and is done as follows: If you...
by Carl Mueller | May 16, 2023 | Product Tips & Tricks
Do you have the need to adjust date format on a project by project basis depending on the customer? DocBoss enables you to adjust the way you format the date on a system wide basis or for each project too. Date formatting can be set in DocBoss under Admin for the...
