by Carl Mueller | Mar 17, 2025 | Product Tips & Tricks
Did you know that you can give your vendors and customers access to download and make submittals directly using DocBoss? You can do this through the simplified DocBoss portal. The video below shows you how to log into the supplier portal (for sub-suppliers) and upload...
by Alina Sonke | Jun 30, 2024 | Product Tips & Tricks
In addition to tracking customer status for each card, you can manage an internally focused approval process for supplier documents. You define a set of statuses, and when documents arrive from your suppliers, the documents will be routed to your team for a status....
by Carl Mueller | Oct 21, 2023 | Product Tips & Tricks
The following describes what your suppliers see when they access the portal. Note the URL you use to login – your suppliers will go to that same URL (i.e. could be system , 2, 3, 4.docboss.com). They will enter their email address and password as you defined for...
by Alina Sonke | Oct 17, 2023 | Product Tips & Tricks
When working with Sub-Suppliers, there are several options that can be enabled for DocBoss to help identify which documents belong to each sub-supplier and to make submittals and expediting easier. Sub-Supplier List When using auto-generated cards, each card has a set...
by Brad Bowyer | Sep 14, 2022 | Product Tips & Tricks
Display Supplier Number on Outputs What if your customer wants you to co-opt a number shown on a supplier documents as “YOUR NUMBER”, instead of the carefully crafted, unique number you create for managing your project. Don’t stop using your number...
