by Brad Bowyer | Dec 16, 2021 | Product Tips & Tricks
In some cases, we may have documents that we want to track but not necessarily share with our customer. For example, internal progress reports. We want to keep a record and track these documents, but the customer doesn’t ever need to see them. To do this in DocBoss,...
by Carl Mueller | Dec 6, 2021 | Product Tips & Tricks
If employee names need to be displayed in a custom grid with specialized terms like Prepared by, Checked by, Approved by, they can be shown using the user roles from the Main setting screen. But if the review process is outside of DocBoss, un-licensed...
by Carl Mueller | Nov 26, 2021 | Product Tips & Tricks
If your customers like to receive files by email, DocBoss can help in several ways. Include Download link When used, the notification email will include a hyperlink for recipients to click and download their files. This is both more secure, and more robust. We track...
by Brad Bowyer | Nov 8, 2021 | Product Tips & Tricks
Do you have a customer who requests a separate submittal per document? Most customers would cringe at the thought of producing that many individual submittals but there are the odd customers who have this special request due to their own automated document processing....
by Carl Mueller | Sep 24, 2021 | Document Control
DocBoss users not only have access to all features at all times, we regularly update DocBoss with new benefits that are routinely added during the year. You can view all recent Release Notes that highlights all updates over time so you can see the extent of this work....
