-
Step 3 of the eSignature process.
-
Step 2 of the eSignature process.
-
Step 1 of the eSignature process.
-
Prompt DocBoss to generate and send expedite reports.
-
Turn on the Expedite module for a project.
-
Customize expediting reports and select expediting recipients.
-
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, ...
-
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...
-
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...
-
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...