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Date formatting can be set in Docboss in three places: On specific projects, under Project > Set Up > Main On Project Templates, under Project Settings > Date Format Under Admin, for the whole system To see the current date settings for...
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Step 4 of the eSignature process.
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Created On: 01/20/2021
in Release Notes Older Releases eSignatures
DocBoss now allows eSignatures to be applied to outgoing documents in 2 forms:
System applied (Hidden)
This signature is applied to the document without a visible signature block. The intent is to register the current state of th...
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Created On: 01/19/2021
in Docs Admin User Management
To view and enable automated email reports, first navigate to your User Profile
Scroll down to the Email Notifications area where several reports can be enabled and sent to you by email.
Alerts
Action Alert
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Step 3 of the eSignature process.
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Step 2 of the eSignature process.
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Step 1 of the eSignature process.
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The default sorting of the Cards in a Compilation is set by the value selected on TOC/Bookmark pattern for cards field.
If the selected pattern is "Reference", the Cards inside the Compilation will be sorted by the Card Referenc...
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DocBoss has created a report to easily track and view document controllers KPI's. In the report you will find information which you can filter by date, User, Project ID, Sales Order/Quote number, Project, incoming Assignments (from Customer, ...
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Created On: 11/24/2020
in Release Notes Older Releases Automated Expediting
The core function for this release is our expediting module!
DocBoss now allows users to expedite overdue cards from any project to any of the following groups (targets):
Customers
Suppliers
3rd Parties
Outstanding...