New Articles

  1. Set Date Format

    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...
  2. Signing files with eSignature (User action)

    Step 4 of the eSignature process.
  3. Release - Jan 2021

    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...
  4. Automated email reports from user profile

    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 ...
  5. Apply eSignatures to Outgoing Submittal

    Step 3 of the eSignature process.
  6. Set eSignature requirements per Doc Code (or Card)

    Step 2 of the eSignature process.
  7. Generate (or upload) eSignature Certificates

    Step 1 of the eSignature process.
  8. Sorting Options in Compilations

    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...
  9. Assignment Activity (By User)

    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, ...
  10. Release - December 2020

    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...