by Carl Mueller | Dec 2, 2022 | Product Tips & Tricks
The customer portal provides a secure location for your customers to upload documents directly into your DocBoss projects. The customer can also download received documents. The following describes what your customer sees when they access the portal. To access to the...
by Carl Mueller | Nov 4, 2022 | Product Tips & Tricks
The following are several quick tip videos to further support our helpdesk articles and videos. These quick tip videos have been created based on frequently asked questions. Edit Document Numbers via CSV (also includes how to change manual number back to...
by Brad Bowyer | Oct 31, 2022 | Product Tips & Tricks
The digital twin (or design one, build many) concept has been used in various large projects. Often you will be asked to resubmit documents which have already been used on previous projects, and reference the previous document numbers etc. DocBoss allows you to copy...
by Brad Bowyer | Oct 24, 2022 | News and Events
When processing files returned from the customer, DocBoss expects that the page count has NOT changed. DocBoss knows: Total pages sent (expected pages for return) i.e. 4 Total pages of the actual document i.e. 3 Total cover pages added on submittal. i.e. 1 If the...
by Carl Mueller | Sep 16, 2022 | Product Tips & Tricks
The DocBoss customer portal provides a secure location for your customers to upload documents directly into your DocBoss projects. The customer can also download received documents. Here’s a short video that illustrates how it works and how you can use it with...
