-
Created On: 02/10/2021
in FAQ General FAQ
If you have a customer who has issued multiple orders of equipment under one purchase order number, DocBoss can use custom equipment fields to identify multiple packages on one single equipment list. This will allow you to create one final compila...
-
Created On: 02/08/2021
in Docs Admin Email Send Address Provide these instructions to your IT department to allow use of your company's email addresses as a sender in DocBoss.
-
Your Document Numbers
It is standard practice to assign a number to every document you are managing. These numbers can be auto-generated in DocBoss, so the structure/convention is common across all documents on your project.
If your engineer...
-
Overview of the available options for organizing and structuring a compilation.
-
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...
-
Step 4 of the eSignature process.
-
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...
-
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
...
-
Step 3 of the eSignature process.
-
Step 2 of the eSignature process.