by Brad Bowyer | Jul 25, 2022 | Product Tips & Tricks
While you can use the same template for email inside DocBoss if it suits your needs, you can also change and edit the template and email notification if needed. You can change the email template that is used for any project as required depending on what your customer...
by Carl Mueller | Apr 22, 2022 | Document Control
To save some time, you can create email templates within DocBoss that can be used repeatedly as the need arises for your customers. Here’s how to set them up… To Get Here: Settings>Template Mgmt: Output Templates > Scroll down to Email...
by Brad Bowyer | Mar 30, 2022 | Product Tips & Tricks
Users may now add an unlimited number of custom fields to the main area of projects. Create new date or text fields, to be followed shortly by drop down lists, and an option to define whether fields are mandatory. Users may apply them to any or all project templates....
by Carl Mueller | Mar 10, 2022 | Document Control
In DocBoss we were refer to databooks as compilations. They can be customized to suit the requirements of your customers in whichever way you like. Part of the benefit of this feature includes the use of templates which can save you time in the future when you need to...
by Brad Bowyer | Feb 24, 2022 | Product Tips & Tricks
Do you spend valuable time populating: Document IndexesDocument MatrixesDocument Cover Pagesetc Did you know that if you have the information in DocBoss, chances are, we can automate all your customers document reporting requirements? For example, if your customer...
