by Carl Mueller | Jan 17, 2024 | Product Tips & Tricks
This article explains how to apply conditions to document auto-numbering, outgoing file name, and compilation pattern formats. Using IF statements for Document Auto-Numbering Format If you have document numbers that differ depending on whether the document is a...
by Carl Mueller | Jan 15, 2024 | Product Tips & Tricks
Below we’ll discuss how DocBoss handles a change in order details during a particular project you’re working on. When a change is made to Order Detail, DocBoss will present only cards which will be VOIDED (considered Obsolete) by the order detail changes....
by Carl Mueller | Jan 13, 2024 | Product Tips & Tricks
Cards in DocBoss have a workflow associated with them. With proper setup and following procedures, DocBoss will automate the next required step in your card workflow. Workflow Option: Submit When you submit a document(s), you are creating a transmittal package and are...
by Carl Mueller | Jan 11, 2024 | Product Tips & Tricks
Let’s discuss how to export the individual card history inside DocBoss. As an exception to most grids where users can click to download the data in CSV, the history grid does not currently have that option. At this time, the process to export the history of a...
by Carl Mueller | Jan 9, 2024 | Product Tips & Tricks
The history of all cards is actively captured in DocBoss. You have the ability to view all previous versions of the document. Clicking the History icon (from the Tools column) will open the History in a new window. The new window will open and all the history...
