by Alina Sonke | Apr 30, 2025 | Product Tips & Tricks
Yes, you can decide what level of access each of your DocBoss users has. In fact, DocBoss enables you to not only choose how much access each of your project members has, but we offer four levels of access that you can select from. This increases the control part of...
by Alina Sonke | Apr 28, 2025 | Product Tips & Tricks
Are you a document controller who finds yourself frequently using the same document(s) and would like a method of having quick access rather than having to search for them each time? The Library is a space to store documents that can be reused. This can be useful for...
by Alina Sonke | Apr 18, 2025 | Product Tips & Tricks
How do we use the “Create Project” call if not all the data is available in our ERP system? The Create Project call can be used to automatically trigger project creation in DocBoss when an order is added to an external system. When a doc control user...
by Alina Sonke | Apr 1, 2025 | Product Tips & Tricks
The Crop and Lock and Screen Ruler tools available with the Microsoft PowerToys collection can be used to more efficiently convert Word files to Excel templates. To use these tools effectively, first you must convert the received template from Word to Excel....
by Alina Sonke | Mar 29, 2025 | Product Tips & Tricks
RegEx (regular expression) patterns are a standard type of coding used to match text. In DocBoss, we use RegEx to parse card metadata from the file names when using the Create Cards and Match feature. Formatting patterns Common examples </^[^_]*/> – take...
