-
Workflow Option: Routing Documents via Actions
When routed internally, the documents are moved to user specific work areas called “Outstanding Actions”. Inside that area, users will make comments on the documents, while having the option to upl...
-
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...
-
How to Enable Manual Cards
To add manual cards to a project, you must first ensure the manual card module has been enabled in your project.
To find this option, navigate to Project menu > Set Up > Project Fields Template.
From here, ...
-
When processing files returned from the customer, DocBoss expects that the page count has NOT changed. DocBoss knows:
Total pages sent (expected pages for return) i.e. 4
Total pages of the actual document i.e. 3
Total cover pages added...
-
If one of your files is corrupt, or the PDF is incorrectly formed, we will report this by showing you an error in the file staging area of the assign screen.
You can delete the offending file and reupload, or, if the problem persists, try prin...
-
DocBoss allows the user to select individual pages from a multi-page pdf, and assign them to separate cards.
Select and assign
Click on Thumbnail OR
Use selection on top left of thumbnail
The selected pages will have a yellow bord...
-
Last Updated: 08/01/2024
in Release Notes Older Releases Affiliates
Add time zone for affiliate
Previously, the time zone was configured for the entire instance. As affiliates are often used for parts of a company in different parts of the world, we have added the ability to set affiliate-specific tim...
-
Last Updated: 08/01/2024
in Release Notes Older Releases
Compilations
Compilation and Package Presets
Users may preset the default settings for compilations and packages. These are created at the instance, and are selected on the project template. They are loaded onto the project at initiation. So...
-
Last Updated: 08/01/2024
in Release Notes Older Releases Preview Stamp
DocBoss now allows you to see the stamp while you are placing it on the document. This will include the variables (until it has actually been assigned)
Once it has been assigned to the card, the variables will populate with ap...
-
Last Updated: 09/16/2024
in Docs AdminSuggestions for transitioning your team to work in DocBoss.