by Alina Sonke | Sep 9, 2024 | Product Tips & Tricks
The DocBoss library feature is a great way to save time and effort by storing documents that you might need to use again in future projects. In this article we’ll focus on the subject of material test reports. For companies with large collections of material...
by Alina Sonke | Sep 7, 2024 | Product Tips & Tricks
Often, a customer may place an order which is very similar to an order from the past. In these circumstances, you may find it saves time to copy an existing project to jump start the setup process. Open the project you wish to copy. From the Project Menu, click Set...
by Alina Sonke | Aug 27, 2024 | Product Tips & Tricks
Do you work with CSV (Comma Separated Values) files as part of your document control work? Here’s how to deal with CSV files and some rules and tips to make your work with them easier! Save file as CSV (Comma delimited) To get proper format of CSV file for...
by Alina Sonke | Jul 11, 2024 | Product Tips & Tricks
A Document Code in DocBoss is a specific customer code or project code used to create project document groups. The following are examples of common Doc Codes: Adding Doc Codes to your customers allows you to re-use them in any of their Projects and the easiest way to...
by Alina Sonke | Jul 9, 2024 | Product Tips & Tricks
For this article, we will focus on the topic of Affiliate companies that you might work with when using DocBoss and how to add them. Topics Overview Add affiliate companies Assign project to affiliate Affiliate user access Assign licenses per affiliate Update user...
