by Carl Mueller | Apr 11, 2024 | Product Tips & Tricks
Admin users can manage their instance’s user list from the Manage Users screen. From the Instance Menu, select Manage Users to navigate here. Manage Users From the Manage Users screen, admin users can: Manually initiate the sending of outstanding action...
by Carl Mueller | Apr 9, 2024 | Product Tips & Tricks
What if you have to create a project in DocBoss that you only want certain people to have access to, for whatever reason? Maybe it’s a highly confidential project, or a project that is simply for certain eyes only. Confidential projects can be created in DocBoss...
by Carl Mueller | Apr 7, 2024 | Product Tips & Tricks
When a user enables an equipment field for a major tag, data from that field will be available from the tagged and sub-unit grids (Steel). For example: Add a “Product Group” equipment field and enable it on the Major Tag grid Then add data into the field...
by Carl Mueller | Apr 3, 2024 | Product Tips & Tricks
Let’s talk about templates within DocBoss. The templates feature is a great way to save frequently used documents to use in the future so you don’t have to start from scratch each time. Below, we’ll concentrate on how to use templates in the...
by Carl Mueller | Apr 1, 2024 | Product Tips & Tricks
I recently had a talk with a new DocBoss customer who was trying to figure out how many users to have. The great thing about DocBoss is it doesn’t how many users or concurrent projects you want to run, as you choose both as you require. If you need more users...
