by Kirstie Reid | Dec 16, 2021 | Product Tips & Tricks
In some cases, we may have documents that we want to track but not necessarily share with our customer. For example, internal progress reports. We want to keep a record and track these documents, but the customer doesn’t ever need to see them. To do this in DocBoss,...
by Kirstie Reid | Dec 13, 2021 | Product Tips & Tricks
Can I use a template to create source documents using information in DocBoss? Yes! Although it wasn’t specifically designed for this purpose, there is a way to take a template – data sheets for example – and have DocBoss populate the information as well as...
by Carl Mueller | Dec 10, 2021 | Document Control
Manual Cards for Tagged Equipment Add Manual cards (link to either major tags or tagged equipment) Manual cards allow users to add (or upload) cards, while manually selecting the appropriate doc codes, and tags. This function has existed strictly for use with the...
by Kirstie Reid | Dec 9, 2021 | Product Tips & Tricks
Uploading zipped files to DocBoss can be accomplished in several ways. This article is based on a conversation I recently had with a customer who was trying to figure out how to import zipped files into DocBoss most effectively. You actually have several options for...
by Carl Mueller | Dec 6, 2021 | Product Tips & Tricks
If employee names need to be displayed in a custom grid with specialized terms like Prepared by, Checked by, Approved by, they can be shown using the user roles from the Main setting screen. But if the review process is outside of DocBoss, un-licensed...
