by Carl Mueller | Oct 3, 2023 | Blog
In situations where companies request to merge or split existing instances, the steps in this article help with getting the new instance set up for use. This article assumes that the company is: Merging two (or more) existing instances into one, OR Splitting one...
by Carl Mueller | Oct 1, 2023 | Product Tips & Tricks
The steps below explain how to export and import an existing collection of documents in an instance’s library. For instructions on adding new files to the library, see here. Export library documents and metadata From the system menu, select Library > Manage...
by Carl Mueller | Sep 27, 2023 | Blog
Assign active, native AND comment files from the file staging area (multi drag/drop) When assigning files, if the user multi-selects 2 or more files and drags them onto a card, DocBoss will ask for the destination for each file. This allows you to upload comment and...
by Carl Mueller | Sep 23, 2023 | Product Tips & Tricks
Do you still use Excel spreadsheets as part of your documentation work? When adding users via XLS, the following fields have restricted acceptable options: Role Entry must be a single letter. A, F, R, V [for Admin, Full, Review, View] Colour Entry must be a HEX value...
by Carl Mueller | Sep 21, 2023 | Product Tips & Tricks
Have you ever had the frustrating situation where you copy and paste something into a search bar and it returns 0 results, even though you know that the item you’re looking for does exist? What gives? We had an interesting interaction with a customer recently...
