by Alina Sonke | May 19, 2025 | Product Tips & Tricks
In DocBoss, expediting enables you to send reports to customers, sub-suppliers, and users listing coming due/overdue documents. This article explains how to easily set up expediting reports to keep an eye on all active projects while ensuring they remain on...
by Carl Mueller | Apr 11, 2025 | Product Tips & Tricks
The Project Dashboard is a visual representation of the document status and location across multiple projects that you are currently running in DocBoss. Carrying on with the tiles available on the project dashboard, the project hub is a landing page designed to...
by Carl Mueller | Sep 5, 2024 | Product Tips & Tricks
Looking for Internal Reporting? Check out the Metrics Report offered by DocBoss to help keep projects on time and budget: Settings >Reports > Project Metrics Set the Parameters Select the desired filters for Projects and Output settings (1), then Generate report...
by Carl Mueller | Jun 23, 2024 | Product Tips & Tricks
To view and enable automated email reports, first navigate to your User Profile Scroll down to the Email Notifications area where several reports can be enabled and sent to you by email. Alerts Action Alert Action email notifications are sent immediately...
by Carl Mueller | May 21, 2024 | Product Tips & Tricks
One of the great aspects of DocBoss is its ability to customize your EPC documentation whichever you like. Another related advantage? Project metrics, so you can follow each project and know specifics about them at any given time. Here are the specifics so you can...
