Product Updates
Remove an Action With DocBoss
Once an Action has been applied to a card, it remains in the Outstanding Actions Grid until the Action has…
What is a card in DocBoss? A card is essentially a placeholder for the actual documents. Like a file folder, if you will. It contains all of the history and revisions of a particular document, as well as the most current version of the document and its metadata.
Click here to learn more about the concept of cards.
Then you can click the video below for an explanation of how manual cards work and how to use them.
You can also create manual cards in DocBoss, as this article explains: How To Create Manual Cards (Bulk Load) In DocBoss
