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Created On: 04/05/2019
in Release Notes Older Releases Project Hub
Whew!
Carrying on with the tiles available on the project dashboard, the project hub is a new landing page designed to provide actionable data for your document controllers. What documents are overdue, and who is behind on the requir...
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If the uploaded files don't match with any card, we show you an error in the top area of the matching screen.
You can check the cause by hovering over the error symbol.
Testing bulk match parameters
Select the info icon for the card...
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Created On: 04/01/2019
in Docs Admin User Management Edit details and permissions for own user or others.
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The customer portal provides a secure location for your customers to upload documents directly into your DocBoss projects. The customer can also download received documents.
The following describes what your customer sees when they access the ...
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Created On: 03/22/2019
in Docs Projects Workflow Stages
In DocBoss the stage name adder is the text that a customer wants to be included on the cover sheet, Specifically if the next revision of a document that they returned as Approved with comments or Rejected.
For example they may ask you to in...
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Create dashboard tiles with stats from groupings of projects.
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Customize dashboard tiles with additional filter options.
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There are five different templates used in compilations. Users can upload / update templates in the template management area of the instance menu.
Available templates include the following:
Compilation Cover Page
The compilati...
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Created On: 01/30/2019
in Docs Admin User Management
Admin users can manage their instance's user list from the Manage Users screen.
From the Instance Menu , select Manage Users to navigate here.
Manage Users
From the Manage Users screen, admin users can:
Man...
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Created On: 01/30/2019
in Docs Admin User Management Permissions may only be managed from the Manage Users screen. Note that there is a View Permissions screen from the instance menu, but it is READ ONLY and is available to all user types. To edit user permissions, you must have an admin role....