by Alina Sonke | Jun 5, 2024 | Product Tips & Tricks
This article is a guide for formatting the Excel Import file for bulk adding/editing companies. To get here, from the system menu, select Lists > Companies > Excel Import/Export. Steps: Download the template from Export Excel file > Download file. Note that...
by Alina Sonke | Jun 3, 2024 | Product Tips & Tricks
Creating a temporary card allows users to track two workflows, and combine them back together after the temporary workflow is completed. For example, if a drawing is returned from the customer with status “Approved with Comments, Resubmit”, the user can continue the...
by Alina Sonke | May 31, 2024 | Product Tips & Tricks
Let’s talk about the document index in DocBoss. Below we’ll start by discussing the document index by tag and continue with related topics that you can use during your EPC projects. Document index by tag (units to codes) This option for SDI Report...
by Alina Sonke | May 9, 2024 | Product Tips & Tricks
A new parameter, FormatOnChange[cell], is available for document index (SDI report) templates. This parameter highlights changes in data since the previous SDI report submission. Setup This can be used for any variables that have the FormatOnChange[cell] parameter...
by Alina Sonke | Apr 19, 2024 | Product Tips & Tricks
Do you work with affiliates that need to be added to your DocBoss instance? Here are some tips and advice regarding how to maintain your affiliates in DocBoss, beginning with how to add companies when required. Adding Companies Use an external reference ID for new...
