by Carl Mueller | Aug 5, 2023 | Product Tips & Tricks
DocBoss enables you to customize items right down to the font on your cover pages. Sometimes you might need to amend the cover page or stamp setting when a project is already in progress. Is this possible in DocBoss? It certainly is, and is done as follows: If you...
by Carl Mueller | Aug 3, 2023 | Product Tips & Tricks
The horizontal upload feature works a bit differently than the standard DocBoss equipment upload process. For troubleshooting tips, see the topics below. No option to enable horizontal upload on CSV import Horizontal layout is only available when importing equipment...
by Carl Mueller | Aug 1, 2023 | Product Tips & Tricks
Level is a term we use in DocBoss but what does it actually mean to you, the document controller? This is the instruction to DocBoss that indicates how the cards are made. To understand levels, you need only ask the following question of each doc code: We need one...
by Carl Mueller | Jul 20, 2023 | Product Tips & Tricks
What options exist for outgoing submittal notification emails to your customers? You can choose from several options in terms of what you deliver to customers depending on the situation. The defaults for notifications are available in the general admin area and can be...
by Carl Mueller | Jul 18, 2023 | Product Tips & Tricks
There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result. On the project template, you select the source columns (and add text if you wish)...
