by Carl Mueller | Jul 2, 2023 | Product Tips & Tricks
When routed internally, the documents are moved to user specific work areas called “Outstanding Actions”. Inside that area, users will make comments on the documents, while having the option to upload a new version of the file. Once they have done the review, they...
by Carl Mueller | May 14, 2023 | Product Tips & Tricks
DocBoss allows you to define a larger workflow for each document code. Maybe drawings must be issued as IFA, then IFC, then As-Built. But what about calibration certificates? Surely those are only issued as IFR or IFI. DocBoss allows you to assign a default workflow...
by Carl Mueller | May 4, 2023 | Product Tips & Tricks
Workflow functionality is one of the benefits that DocBoss includes for all customers to take advantage of. Every time a new workflow stage begins, a card is set to NULL status (exceptions exist, but are not typical). Users may want to assign the card to a specific...
by Carl Mueller | Apr 30, 2023 | Product Tips & Tricks
How difficult is it to manage documents between your team members working on a project? It’s as important as issuing documents to your customers, isn’t it? The back and forth with regards to rejected documents can cause project frustrations and delays if...
by Brad Bowyer | Aug 7, 2022 | Product Tips & Tricks
They say a picture is worth 1000 words. Here is a short video of some aspects of how to assign workflow with...
