by Brad Bowyer | Jun 10, 2022 | Product Tips & Tricks
Filtering on the card list is available on all columns with a filter icon. These are typically custom columns (but not always), as most other fields are filterable/searchable using the drop down selections or keyword functions located above the grid. Let’s start...
by Brad Bowyer | Jun 3, 2022 | Product Tips & Tricks
DocBoss has created a report to easily track and view document controllers KPI’s. In the report you will find information which you can filter by date, User, Project ID, Sales Order/Quote number, Project, incoming Assignments (from Customer, Sub-Supplier, and...
by Brad Bowyer | Jun 2, 2022 | Product Tips & Tricks
If you’re still using an Excel-based tracking sheet, or worse, no tracking tools at all, this could take some time and a lot of effort to piece this information together. If you’re using DocBoss, the information is literally a couple clicks away… To be able to...
by Brad Bowyer | May 27, 2022 | Product Tips & Tricks
If you have resubmitted a document and your customer decides they don’t need it and asks you to just use the last approved document instead, how do you handle this in DocBoss? The first step is to void the outgoing submittal. Next, navigate to the Card List...
by Brad Bowyer | May 25, 2022 | Product Tips & Tricks
When trying to match your file with an existing card, DocBoss takes: Each segment of your file name (based on your split parameter) The full file name and compares it to: Each document number (internal, sub-supplier, customer, end user). Card Name (Auto) which is...
