by Carl Mueller | Feb 11, 2025 | Product Tips & Tricks
Usually when a copy or sheet is created from a card, the new card is expected to be a different, but related document. It is possible to create a full copy of a card (as a copy or as a sheet), including the active file and all of its history, following the steps...
by Carl Mueller | Feb 8, 2025 | Product Tips & Tricks
As a document controller, you probably work with countless internal codes for drawings, lists, data sheets, quality reports and more. The table below discusses this in more detail. Here’s how you can apply mapping codes directly from the source code list. Also,...
by Carl Mueller | Feb 6, 2025 | Product Tips & Tricks
Did you know that you can add comments on compilations and submittals that you send to your EPC customers? Compilation: Compilations are a collection of documents combined into a single PDF output. Generally referred to as databooks, manufacturing record books,...
by Carl Mueller | Feb 4, 2025 | Product Tips & Tricks
Overview The Status (Combined) column is a quick way to get lots of information about a card’s current status and location. This column displays the following information about each card: Return status Location Routings, if applicable Internal approval status,...
by Carl Mueller | Feb 2, 2025 | Product Tips & Tricks
DocBoss has a number of online resources that you can access to learn about all the great benefits and also how to quickly perform a new function that you haven’t used before. There are three ways to access articles from the main page of the user guide:...
