by Brad Bowyer | Sep 26, 2022 | Product Tips & Tricks
Can you update a previous submittal date after it has been submitted through DocBoss? Yes, you can. Users can update previously submitted documents submittal dates as required. Updating it on the outgoing submittal will then update the date in the card history and all...
by Brad Bowyer | Sep 24, 2022 | Product Tips & Tricks
Do you routinely work with very large data files of many MB or GB and have difficulty doing so? DocBoss can help. To assist with the management of huge files (400MB to 2GB) and specialty PDF files which themselves contain embedded files, users may choose to skip all...
by Brad Bowyer | Sep 22, 2022 | Product Tips & Tricks
Below we’ll discuss how to create API access credentials with DocBoss. Navigate to the security settings screen via the Settings menu. Your user account must have the security permission to access the security settings. If you do not see this option, contact...
by Brad Bowyer | Sep 19, 2022 | Product Tips & Tricks
This article provides steps to set up “Lists”. Using a list takes out any risk of typos as it gives the user a list of pre-existing values to choose from, rather than typing in the values. Below are three options you can choose from. To create a new list...
by Brad Bowyer | Sep 14, 2022 | Product Tips & Tricks
Display Supplier Number on Outputs What if your customer wants you to co-opt a number shown on a supplier documents as “YOUR NUMBER”, instead of the carefully crafted, unique number you create for managing your project. Don’t stop using your number...
