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Step 2 of the eSignature process.
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Step 1 of the eSignature process.
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Prompt DocBoss to generate and send expedite reports.
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Turn on the Expedite module for a project.
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Customize expediting reports and select expediting recipients.
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DocBoss has created a report to easily track and view document controllers KPI's. In the report you will find information which you can filter by date, User, Project ID, Sales Order/Quote number, Project, Incoming Assignments (from Customer, ...
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Looking for Internal Reporting? Check out the Metrics Report ( System Menu >Reports > Project Metrics )
Set the Parameters
Select the desired filters for Projects and Output settings (1), then Generate report (2).
Output se...
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To complete a project in DocBoss, navigate to the " Main " tab of the Project Configuration page. In the bottom right, click the button to "Complete Project". If all cards are in a complete status, the project will be completed. If any card...
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The Prices & Estimates feature is designed to provide a detailed pricing estimate for the documentation fees related to a project.
Once the project has been set up with the required information (Doc Codes with Levels and Equipment) and the ca...
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Current Files from a Single Project Bulk download Users can extract the most recent file from multiple cards via the Bulk Doc Download function on the card list. Navigate to the card list for any project, select the card(s) you want to includ...