by Brad Bowyer | Dec 16, 2021 | Product Tips & Tricks
In some cases, we may have documents that we want to track but not necessarily share with our customer. For example, internal progress reports. We want to keep a record and track these documents, but the customer doesn’t ever need to see them. To do this in DocBoss,...
by Brad Bowyer | Dec 13, 2021 | Product Tips & Tricks
Can I use a template to create source documents using information in DocBoss? Yes! Although it wasn’t specifically designed for this purpose, there is a way to take a template – data sheets for example – and have DocBoss populate the information as well as...
by Brad Bowyer | Dec 9, 2021 | Product Tips & Tricks
Uploading zipped files to DocBoss can be accomplished in several ways. This article is based on a conversation I recently had with a customer who was trying to figure out how to import zipped files into DocBoss most effectively. You actually have several options for...
by Brad Bowyer | Nov 22, 2021 | Product Tips & Tricks
Can I filter the card list in more columns than just the drop-down options above the grid? Yes! As most of you know, you can filter the card list based on doc codes, reference, stages, status, location, and approval status (to name a few). But did you know you also...
by Brad Bowyer | Nov 18, 2021 | Document Control
In DocBoss, choosing the correct level for each document code is crucial. It allows DocBoss to build the correct document register which in turn shows you exactly what to be expecting for documents on a project. Easy if it’s one document for the entire Order, the...
