by Alina Sonke | Dec 15, 2023 | Product Tips & Tricks
A project is the container object in DocBoss. It defines the information required to manage your documentation. It typically reflects the purchase order detail from your customer. 1. Create new project From Project List (option 1) Click the Add icon in the top...
by Alina Sonke | 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 Sonke | Nov 10, 2023 | Product Tips & Tricks
This article discusses how to select cover page templates and settings on a project basis. On Project Main > Cover Pages and Stamps, you can choose which template you want to use for your project, for both Customer and Sub-Supplier submittals. You can also choose...
by Alina Sonke | 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 Sonke | 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...
