by Carl Mueller | Apr 4, 2023 | Product Tips & Tricks
Did you know you can configure the lenses on the DocBoss dashboard to better filter information in a way that makes sense for you? Lenses give users the ability to filter the information INSIDE each dashboard tile. For example: Assume you have a custom “critical”...
by Carl Mueller | Mar 22, 2023 | Product Tips & Tricks
Would you like the ability to manage and view multiple DocBoss projects in one view? DocBoss allows users to create a tile which contains the data from many projects. You can add projects to your multi-project card by dynamic selection (adding a query) or static...
by Carl Mueller | Mar 18, 2023 | Product Tips & Tricks
Check out this link to access 23 videos that visually show you to how to perform various tasks and access many of the most popular DocBoss benefits for document controllers. There is so much functionality in DocBoss to choose from, it’s important to know how to...
by Carl Mueller | Mar 16, 2023 | Product Tips & Tricks
DocBoss has instance default settings for every project you run within DocBoss but did you know that you change them as you need for each project and customer? These settings allow you to customize DocBoss to suit your company needs. The default settings will...
by Carl Mueller | Feb 4, 2023 | Product Tips & Tricks
The following are quick tip videos to further support our help desk articles and videos. These quick tip videos have been created based on frequently asked questions. Compilation Settings Edit Document Numbers via CSV (also includes how to change manual number back...
