by Carl Mueller | Nov 12, 2023 | Product Tips & Tricks
This is an updated articled on how to enable expediting for a project inside DocBoss which was first posted back in 2021. From inside a project, navigate to the Project Menu > Setup > Expedite Settings [If you don’t see the Expedite Settings menu item, it...
by Carl Mueller | Nov 8, 2023 | Product Tips & Tricks
You can view documents in DocBoss without having to download them first. Enabling the viewer is super easy. The viewer “Switch” is a toggle that allows you to turn it on or off. Incoming Documents File Staging Area Once it is enabled it will show you two options,...
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,...
