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...
by Brad Bowyer | Sep 9, 2022 | Product Tips & Tricks
What if your customer wants you to co-opt a number shown on a supplier document as “YOUR NUMBER”, instead of the carefully crafted, unique number you create for managing your project? Display Supplier Number on Outputs Don’t stop using your number...
by Brad Bowyer | Sep 8, 2022 | Product Tips & Tricks
If you have an issue with the way your document looks in the DocBoss viewer after upload, there’s a reason or this an easy fix which we’ll discuss below. When the documents look strange in the viewer after upload usually is because of the “Courier...
by Brad Bowyer | Sep 5, 2022 | Product Tips & Tricks
Revert File vs. Revert File and Meta-Data is a topic I was asked about recently by a customer so it’s worth taking a look at the options available. When working with card history, you will notice two options to reverting a file. The first option is to...
