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Do You Translate Documents? (Create Translation Cards)

by Carl Mueller | Nov 30, 2021 | Document Control

Do you work with customers who speak a language other than English? Do you receive documents in a language other than English? DocBoss allows you to create and manage multiple versions of a single card. Generally, this is required when different language version of a...

How To Send Files In A Notification Email

by Carl Mueller | Nov 26, 2021 | Product Tips & Tricks

If your customers like to receive files by email, DocBoss can help in several ways. Include Download link When used, the notification email will include a hyperlink for recipients to click and download their files. This is both more secure, and more robust. We track...

How Can You Manage Document History With DocBoss?

by Carl Mueller | Nov 25, 2021 | Document Control

One of the things we often get asked by potential DocBoss clients is a variation of this question: How does DocBoss handle document history? Answer: DocBoss helps you manage your entire document history for your projects. The history of all cards is actively captured...

How To Custom Filter A Card List In DocBoss

by Kirstie Reid | Nov 22, 2021 | Product Tips & Tricks

Can I filter the card list in more columns than just the drop-down options above the grid? Yes! As most of you know, you can filter the card list based on doc codes, reference, stages, status, location, and approval status (to name a few). But did you know you also...

How Do You Choose The Correct Document Code Level?

by Kirstie Reid | Nov 18, 2021 | Document Control

In DocBoss, choosing the correct level for each document code is crucial. It allows DocBoss to build the correct document register which in turn shows you exactly what to be expecting for documents on a project. Easy if it’s one document for the entire Order, the...
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