by Carl Mueller | Sep 17, 2023 | 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 | Sep 15, 2023 | Product Tips & Tricks
You can configure DocBoss in terms of user numbers whichever way you require. As you grow you can easily adjust up the user levels but can also choose what level of access each user gets. There are 3 user access levels available in DocBoss and you can choose whichever...
by Carl Mueller | Sep 11, 2023 | Product Tips & Tricks
Are you having trouble locating a card or document within DocBoss that appears to be missing? If you are unsure where a card is, try out the troubleshooting steps below. Topics Depending on what issue you’re facing, you can quickly toggle to the proper topic to...
by Carl Mueller | Sep 10, 2023 | Blog
Depending on your needs, you can have as many named DocBoss users as you like and can also choose which level of access to provide to each user. The way you use DocBoss will in part be determined by your user role. The lists below offer suggestions for getting...
by Carl Mueller | Sep 9, 2023 | Product Tips & Tricks
How do you easily upload documents into DocBoss and then assign workflow? A picture is worth 1000 words so here’s a video of how it’s done. We’ll quickly discuss a number of related issues to show you the full functionality....
