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Created On: 10/12/2023
in Release Notes Older Releases
In the October 2023 release of DocBoss, we're introducing a range of options to further customize your outputs and save you time. These updates focus on streamlining your workflow and include improvements such as bulk user management, expanded fil...
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Created On: 10/09/2023
in FAQ Resources
Confidential projects can be created in DocBoss in order to restrict access to other users.
1. Create a new affiliate company
First steps it is to add a new internal affiliate company. New affiliate companies can be added by admin user...
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Created On: 08/22/2023
in Release Notes Older Releases DocBoss has updated the document viewer to include updated navigation options, more flexibility, and extended markup options. See below for a detailed description of the new features.
New Viewer functions
Viewer navigation
Scroll (vertical) ...
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When a document it is returned by the customer with a status that have "stage complete" and this is the last or only stage, the cards it is marked as complete:
Once a card it is marked as complete, there is no further workflow expected....
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Created On: 06/29/2023
in Docs Admin Customization
Outgoing file name formats can be created using variables and text but all file names should follow a "safe" rule list.
Once files are uploaded to DocBoss, the media where these are stored have limitations to the allowed naming of files. There...
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If it is undesirable to have hyphenated values split between two lines on a template, a non-breaking hyphen can be used to prevent this (for example, to keep hyphenated tag numbers on a single line on a cover page). This can be accomplished manual...
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Created On: 05/30/2023
in FAQ Resources
DocBoss wasn't really designed to build source documents directly, but our document index templates certainly bring that thought forward.
Note:
- Files can be submitted as PDF and Excel
- Templates are uploaded as DOCUMENT INDEX type
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Created On: 05/16/2023
in Docs Admin Suggestions for transitioning your team to work in DocBoss.
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Created On: 05/16/2023
in Docs Getting Started Log in, review navigation and menus, and learn about next steps for each user role.
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Created On: 05/09/2023
in Docs Projects Project FAQ
When working with Sub-Suppliers, there are several options that can be enabled for DocBoss to help identify which documents belong to each sub-supplier and to make submittals and expediting easier.
Sub-Supplier List
When using auto...