by Carl Mueller | Mar 5, 2024 | Product Tips & Tricks
The User Profile allows you to set specific values only for your user account, such as signature, landing page options, email notification and warnings messages. To get here User Info This tab contains basic information like your name, email and address. All users...
by Carl Mueller | Mar 3, 2024 | Product Tips & Tricks
This article will focus on matching the tag numbers in the bulk process inside DocBoss. DocBoss maintains 2 levels of equipment: Major Tags. Tagged Equipment. The decision to use major tag can be determined by the tagging hierarchy you are managing. If the file...
by Carl Mueller | Mar 1, 2024 | Product Tips & Tricks
Project setup when a customer sends a detailed document list with numbers, instead of a list of doc codes There is a temptation to upload the customer document list to the DocBoss CODE LIST, putting doc numbers as doc codes. This generally causes confusion in DocBoss...
by Carl Mueller | Feb 28, 2024 | Product Tips & Tricks
Setting up levels is one of the most important functions in DocBoss. Please review this article to learn more about how they can help you to build the Card List and link units to cards. As you are aware, DocBoss has a set of DEFAULT levels. But – in many cases,...
by Carl Mueller | Feb 26, 2024 | Product Tips & Tricks
Here’s an updated article on the topic of Comments and Markups, how to use them, and they differ, inside DocBoss. There is a distinction in DocBoss between Comments and Markup. Comments are not embedded in the document. They are a generic area to add descriptive...
