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...
by Carl Mueller | Sep 19, 2023 | Product Tips & Tricks
Secondary Document Codes can only be added to Manually created Cards. Secondary codes cannot be added to auto-generated cards. If you’d like to learn more about document codes and cards and how they are used in DocBoss, click here. When creating a manual card,...
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...
