by Brad Bowyer | Dec 24, 2022 | Product Tips & Tricks
The Internal Document Code field/column in DocBoss allows users to map customer codes to a common set of internal codes. This provides two benefits: It provides a nice way to search for similar documents, across all projects. Searching for customer codes can be...
by Brad Bowyer | Dec 22, 2022 | Product Tips & Tricks
Every submittal in DocBoss starts a Send/Receive pair which can be found in the Card History. Each pair contains a history entry that if (Y) is enabled it will be included in the SDI Reports. The system will set the send/return automatically but it can be changed...
by Brad Bowyer | Dec 20, 2022 | Product Tips & Tricks
DocBoss wasn’t really designed to build your source documents directly, but our cover page templates certainly bring that thought forward! So because several customers have asked, we’ve built a quick guide for how you can get this to work in your system. ...
by Brad Bowyer | Dec 7, 2022 | Product Tips & Tricks
You can save a compilation layout to use on future DocBoss projects to save time creating it again from scratch. Plus you’ll be able to quickly access it and won’t run around looking for it when it’s needed. You even have options as to how to save it...
by Brad Bowyer | Dec 5, 2022 | Product Tips & Tricks
A Document Code in DocBoss is a specific customer code or project code used to create project document groups. The following are examples of common Doc Codes: Adding Doc Codes to your customers allows you to re-use them in any of their Projects and the easiest way to...
