by Carl Mueller | Oct 25, 2024 | Product Tips & Tricks
DocBoss provides workflow benefits that you can take advantage of. Here are several aspects of workflow that you can use: Parallel Routing: Select multiple users per role Users may now assign routing to multiple people for each role. All users must complete the review...
by Carl Mueller | Oct 23, 2024 | Product Tips & Tricks
One of the time-saving features of DocBoss that customers love the most is the compilations and submittals feature. Let’s take a look at some options you can use to make document control work more efficient and less time-consuming. Compilation and Package...
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....
