by Carl Mueller | Oct 17, 2024 | Product Tips & Tricks
DocBoss offers eSignatures for your outgoing documents. eSignatures offer you convenience and efficiency as well as improved security for your important documents. DocBoss allows eSignatures to be applied to outgoing documents in 2 forms: System applied (Hidden) This...
by Carl Mueller | Sep 23, 2024 | Product Tips & Tricks
One of the great time-saving features of DocBoss is the ability to create custom submittals whichever way your EPC customer desires. In this article we’ll discuss settings and other customizable aspects of DocBoss. Compilation and Package Presets Users may...
by Carl Mueller | Jun 15, 2024 | Product Tips & Tricks
The Auto-Reclaim feature allows users to complete the status of a document without uploading a new file. This is useful in situations where the customer approves a transmittal verbally or by email, but doesn’t physically return the original transmittal or documents....
by Carl Mueller | May 23, 2024 | Product Tips & Tricks
Here’s a great feature that DocBoss users can take advantage of if and when the need arises: The Auto-Reclaim feature offers several advantages as we’ll see below. The Auto-Reclaim feature allows users to complete the status of a document without uploading...
by Carl Mueller | Mar 13, 2024 | Product Tips & Tricks
If you would like to add a logo to your outgoing transmittals to your EPC customers, DocBoss can do this with ease. DocBoss offers a Default Transmittal Template for all companies. Did you also know that you add your company logo to the generated output? To Get...
