by Carl Mueller | Jan 26, 2025 | Product Tips & Tricks
Library documents can only be connected to a project card from the Document Ref Assign screen. In order to connect library documents, the doc code type (in the Project Document List) must be published. Set TYPE on Doc Code To attach library documents to a doc code,...
by Carl Mueller | Jan 24, 2025 | Product Tips & Tricks
DocBoss allows users to create a tile on the Project Dashboard which contains the data from many projects. Create multi-project tile On the Project Dashboard, select Add Tile. Enter a name for the tile and select whether to add projects by dynamic selection, static...
by Carl Mueller | Jan 22, 2025 | Product Tips & Tricks
In DocBoss we use a number of words and phrases that as a document controller, you’re probably already familiar with. We also use some terms that you might not immediately recognize. So we have prepared a number of resources for you to use to help you take...
by Carl Mueller | Jan 17, 2025 | Product Tips & Tricks
Although it changes over time, here are the top 5 articles that are viewed on the DocBoss support website. Enable Support Access to your Account Sign In, Navigation, and Getting Started (for New Users) Project Setup: Quick List of Steps How to Create Templates How to...
by Carl Mueller | Jan 10, 2025 | Product Tips & Tricks
DocBoss keeps track of dates for specifics related to each project so it’s worth going over one particular aspect of dates that is very important: initial submission date. When creating a new Project, the initial submission dates (original scheduled dates) are...
