by Carl Mueller | May 31, 2022 | Document Control
What if you upload files to DocBoss that don’t match with any card? If the uploaded files don’t match with any card, we show you an error in the top area of the matching screen. You can check the cause by hovering over the error symbol. Changing the...
by Brad Bowyer | May 27, 2022 | Product Tips & Tricks
If you have resubmitted a document and your customer decides they don’t need it and asks you to just use the last approved document instead, how do you handle this in DocBoss? The first step is to void the outgoing submittal. Next, navigate to the Card List...
by Brad Bowyer | May 25, 2022 | Product Tips & Tricks
When trying to match your file with an existing card, DocBoss takes: Each segment of your file name (based on your split parameter) The full file name and compares it to: Each document number (internal, sub-supplier, customer, end user). Card Name (Auto) which is...
by Carl Mueller | May 23, 2022 | Product Tips & Tricks
Users have the option to apply a Compilation Cover Page to compilations and packages. This is in addition to a Submittal Cover Page. The compilation cover page is generally a title page for the compilation. But, you can use exactly the same variables, so it can be...
by Brad Bowyer | May 20, 2022 | Product Tips & Tricks
To complete a project in DocBoss, navigate to the Main page in your project and click “Complete Project”. If all cards are in a status complete – Great! The project will be Completed. If you have any cards not in a complete status (ie: NULL or not...