by Carl Mueller | Feb 14, 2023 | Product Tips & Tricks
Library documents can only be connected to a project card from the Document Ref Assign screen. In order to connect library documents, the document code type (in the Project Document List) must be published. Set TYPE on Document Code To attach library documents to a...
by Carl Mueller | Feb 12, 2023 | Document Control
One of the greatest benefits of DocBoss is its ability to customize document control work any way your customer requires. DocBoss also automates many aspects of document control that you might currently do manually. Case in point: Auto creating your document index. If...
by Carl Mueller | Feb 10, 2023 | Product Tips & Tricks
Customers periodically ask how they should set up their file structure for saving submittals on their server. While not technically required, it’s a good practice. DocBoss of course saves a copy of your submitals on our server but you can also download them on...
by Carl Mueller | Feb 7, 2023 | Product Tips & Tricks
On auto-created cards, you can split a card into two, and assign specific units to each card with DocBoss. Here is how to get started. Navigate to the card list, and click the split icon. From the pop up, click create new card. The internal references for the cards...
by Carl Mueller | Feb 6, 2023 | Product Tips & Tricks
In DocBoss the stage name adder is the text that a customer wants to be included on the cover sheet, Specifically if the next revision of a document that they returned as Approved with comments or Rejected. For example they may ask you to indicate: “Customer Comments...
