by Carl Mueller | Aug 11, 2024 | Product Tips & Tricks
Compilations can be re-generated on the Edit Compilation screen where they are created, and they can also be re-generated on the Code List. Note that the Compilation must first be attached to the Code. Navigate to Project Menu > Cards > Code List, and click...
by Carl Mueller | Aug 9, 2024 | Product Tips & Tricks
This article focuses on how you can import and edit the project document code list via a CSV file inside DocBoss. The upload file has to contain the following fields in the specified order: Doc Code Id (Do not Touch),Doc Code,Doc Code Name,Type,Tech Rev...
by Carl Mueller | Aug 7, 2024 | Product Tips & Tricks
Here’s how to set cover page preferences and options for any engineering stamp for each document in DocBoss. Users can define the metadata method for each doc code: Cover page only (no stamp). Stamp, else cover page: System will prompt the user to place a stamp....
by Carl Mueller | Aug 5, 2024 | Product Tips & Tricks
Are you thinking about ways to improve the way you handle document control? DocBoss helps to automate many aspects of document control that you might currently do manually. DocBoss helps to save time, increase efficiencies and reduce errors among other great...
by Carl Mueller | Aug 3, 2024 | Product Tips & Tricks
This is an update article that we first wrote back in 2022. This article focuses on the subject of setting up different revision numbers based on Stages inside DocBoss. In the stage list, users can define the FIRST revision value of each stage by including first...
by Carl Mueller | Aug 1, 2024 | Product Tips & Tricks
Did you know you can apply HTML styles in DocBoss as needed even if they don’t appear in our editor? If a specific type of formatting is not available in our WYSIWYG editor (whether font-size, font-family etc), styles can be added directly to the SOURCE section...
