by Carl Mueller | Jan 25, 2024 | Blog
Here’s a short post that explains some of the main abbreviations we use inside DocBoss for reference dates. Reference Date Abbreviations AS: After shipment (based on ship date on equipment list/major tag) BS: Before shipment (based on ship date on equipment...
by Carl Mueller | Jan 23, 2024 | Product Tips & Tricks
In the past we’ve spoken about uploading a zip file without unpacking the file first. Below is an updated article looking at from a slightly different perspective to show you how it’s done. If you do not want DocBoss to extract/unpack the zip folder and...
by Carl Mueller | Jan 21, 2024 | Product Tips & Tricks
Do not show “downloaded by target” icon for submittal if email was not sent with hyperlink. If a submittal email notification does not include a hyperlink, the Downloaded by Target icon is no longer shown in the Submittals grid. Add Line No. (Customer)...
by Carl Mueller | Jan 19, 2024 | Product Tips & Tricks
DocBoss has made a number of updates to template functionality over the past few years. In case you aren’t aware, here are some recent updates regarding templates that you can use to your advantage to save time and effort on all projects. Project Templates...
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...
