by Alina Kleinsasser | Nov 26, 2023 | Product Tips & Tricks
If it is undesirable to have hyphenated values split between two lines on a template, a non-breaking hyphen can be used to prevent this (for example, to keep hyphenated tag numbers on a single line on a cover page). This can be accomplished manually by using the...
by Alina Kleinsasser | Oct 17, 2023 | Product Tips & Tricks
When working with Sub-Suppliers, there are several options that can be enabled for DocBoss to help identify which documents belong to each sub-supplier and to make submittals and expediting easier. Sub-Supplier List When using auto-generated cards, each card has a set...
by Alina Kleinsasser | Sep 29, 2023 | Product Tips & Tricks
User roles are default permission sets available to users. To limit individual users’ access beyond their default role access limits, see the article on User Permissions. With DocBoss, you can have as many of each user role as you like depending on how many...
by Alina Kleinsasser | Sep 25, 2023 | Product Tips & Tricks
Internal approval is often of interest to companies who are doing some engineering work on behalf of their customer. They want to work with their suppliers to ensure the documents are correct, prior to sending them on to their customer. When enabled, an internal...
by Alina Kleinsasser | Sep 13, 2023 | Product Tips & Tricks
Do you have affiliates that you work with who could benefit from having access to DocBoss? For customers with affiliates enabled, user access to projects and libraries can be configured per affiliate. Only admin users have permission to add or edit users. New users...