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Assign uploaded files to the applicable cards.
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Create a new incoming submittal and add documents to it.
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DocBoss supports viewing and adding document markup. The assign screen, the assign pop up, and the outstanding actions interface all support annotations.
You can add markups to files when you upload them to DocBoss. These consist of annotations...
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Created On: 02/14/2018
in Release Notes Older Releases
Clear warnings for “Not Downloaded by Customer”
On the projects dashboard, DocBoss warns you if customers have not clicked the download link in the transmittal notification. In some cases, these warnings are no longer useful. You can manuall...
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Created On: 02/14/2018
in Release Notes Older Releases
Document upload and assign workflow
A picture is worth 1000 words. Here the video of what we have changed.
Navigation
The navigation preview has been in place for a few months. We hope you’re ready! Most of the structure has remai...
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Created On: 02/14/2018
in Release Notes Older Releases In this August release, we have many great features to make your day more effective.
Update to nav
We updated our mega-menu, focusing on the most frequently used project areas. You can go anywhere in your project faster.
Merge index an...
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How is the default setting determined on a project?
On each project the default values for bulk process are undefined until a submittal is made.
On the first submittal to a target, the default value is assigned from the USER profile an...
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Created On: 02/02/2018
in Docs Templates Email Templates
To Get Here: Settings>Template Mgmt: Output Templates > Scroll down to Email Templates
Template Type/Target
DocBoss email templates are specific to a given target. Please select the target for your email.
Variables
Ge...
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Steps for creating a template.
Must be in excel format
Any cells where the output data is to be defined by DocBoss , must have applicable variable entered
You must set your print area (remember to include the last column) ...
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In some cases, customers require that stamps are placed directly onto the document, rather than, or in addition to a cover page. DocBoss allows users to upload stamp templates, and stamp documents. The same variables as used on cover pages can be ...