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Created On: 06/20/2019
in Docs Library Attach library documents to project cards (individual or bulk).
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If the file numbers are same as the tag numbers they could be easily matched in bulk process by DocBoss with the auto-created card number which automatically contains the tag number.
But what if you have to include the same tags for two do...
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When files need to be managed individually but the customer requires that all related files be submitted together, the package function can be used. This function works by create cards for each individual file, while also auto-creating a package o...
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The single-project equivalent of the Project Dashboard.
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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 po...
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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.