by Carl Mueller | Feb 15, 2022 | Document Control
DocBoss enables users to make changes to existing data in the Card List using a CSV (Excel) file. When you download the file for the first time the data can be a bit overwhelming. Don’t let that scare you! Here’s how to make those changes....
by Brad Bowyer | Feb 13, 2022 | Product Tips & Tricks
Some customers have an automated document processing solution in place. As a result, they require every file to be issued on a separate submittal. This can create an enormous amount of work for the supplier. In DocBoss, an option exists (from the outgoing submittal...
by Carl Mueller | Feb 10, 2022 | Document Control
DocBoss users are named users who each login using their personal username and password. This makes it easy for you to track each change to a document and understand who did what. How can you deal with unlicensed users in your submittal history though? If employee...
by Brad Bowyer | Feb 7, 2022 | Document Control
Aside from the important features surrounding security and functionality, a common feedback point we hear is the support aspect DocBoss provides. Whether you are working with a regular client and you want to streamline your processes using DocBoss, or if you’ve...
by Brad Bowyer | Feb 6, 2022 | Document Control
A new variable has been added to the system but is not presented as a button on the pattern variable list. <CardType> with values “manual” / “auto” can be used in your patterns, it just needs to be manually typed in. Using IF statements...