Product Updates
How To Trim An Auto-Created Document Register
DocBoss automates a number of tasks that document controllers typically do manually, to save you time and effort. Plus, it…
If as a document controller, you spend time and effort keeping track of documents that go back and forth with your EPC customers, DocBoss can help. This is especially true if you spend time figuring out what actions are needed and have to chase project members to complete their tasks.
The Outstanding Actions screen in DocBoss offers functionality to help you keep projects on track at all times.
If you’d like to read more on this topic, please check out these articles:
Viewing Outstanding Actions in DocBoss For All Projects
How Outstanding Actions Functionality Manages Document Flow in DocBoss
How To Complete An Outstanding Action With DocBoss (Answered)
The video below shows how to use routing to assign actions to DocBoss users, complete outstanding actions, and configure email reports for outstanding actions.
