by Brad Bowyer | Sep 2, 2023 | Product Tips & Tricks
When DocBoss regenerates a compilation (only in the case where it is lined to a code), the process includes updating the active file in the linked cards. But – what if you have already received an approved compilation back from your customer? Certainly DocBoss...
by Brad Bowyer | Aug 15, 2023 | Product Tips & Tricks
Cards are an important aspect of DocBoss that document controllers will become familiar with. If you’d like to learn more about Cards and what they mean in DocBoss, click here to learn about the topic in detail. DocBoss maintains a state for every locked card....
by Brad Bowyer | Jul 27, 2023 | Product Tips & Tricks
Default Equipment Number is the parameter that sets the value that will be displayed whenever the Equipment Unit variable is used. Default is always set to Tag but this can be changed for the whole order in the Project Fields Template > Default EQ Number. ...
by Brad Bowyer | Jul 16, 2023 | Product Tips & Tricks
In this article we’ll discuss the concept of cards and how to edit them. Sometimes, users may need to edit merged cards. In the Card List, select the Edit icon from the Tools column in the row for the merged card. This can be done from other screens that show...
by Brad Bowyer | May 20, 2023 | Product Tips & Tricks
The expediting module is a very useful aspect of DocBoss. Expediting is done in a global sense, not from within each project however you can choose to expedite only one project. For a background on expediting within DocBoss, check out an article we wrote entitled Run...
