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 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 | Aug 9, 2023 | Blog, Product Tips & Tricks
The templates feature in DocBoss is a popular way to save commonly used docs and quickly locate them to use again in the future. This saves you having to start from scratch or search for them each time. Here’s a few articles we’ve written regarding popular...
by Carl Mueller | Jul 24, 2023 | Blog
Does your document control work often involve dealing with custom numbering formats supplied by your customers? The Document Auto-Numbering Format allows you to automatically assign document numbers (and/or your own internal) by using variable configurations described...
by Carl Mueller | Jul 4, 2023 | Blog
You may have been asked by your customer to submit a unique SDI report for each Tag, or each PO (if multiple PO’s on same DocBoss project). DocBoss doesn’t support a full SDI based on a level. There are many questions about documents which apply to more than one...
by Carl Mueller | Jun 28, 2023 | Document Control
The templates feature inside DocBoss can be used in a number of different ways to save documents that you would like to use repeatedly during current and future projects. It’s a time-saver and helps to conveniently organize your frequently-used docs. Below,...
