by Carl Mueller | Jun 11, 2024 | Product Tips & Tricks
A few weeks back we spoke on the topic of document indexing by tag in DocBoss. Here’s an updated article on a related topic. Our new output format lists the units on a project and cross-references the documents each unit is linked to. Users can create reports...
by Carl Mueller | Jun 9, 2024 | Product Tips & Tricks
This is an updated article on the subject of a split parameter in the bulk matching process in DocBoss. If the uploaded files don’t match with any card, we show you an error in the top area of the matching screen. You can check the cause by hovering over the...
by Alina Sonke | Jun 7, 2024 | Product Tips & Tricks
When working with a large number of assigned actions, users may prefer to complete actions in bulk. This also has other applications such as completing actions on behalf of another user. This option must first be enabled under the user’s profile. Here’s...
by Alina Sonke | Jun 5, 2024 | Product Tips & Tricks
This article is a guide for formatting the Excel Import file for bulk adding/editing companies. To get here, from the system menu, select Lists > Companies > Excel Import/Export. Steps: Download the template from Export Excel file > Download file. Note that...
by Alina Sonke | Jun 3, 2024 | Product Tips & Tricks
Creating a temporary card allows users to track two workflows, and combine them back together after the temporary workflow is completed. For example, if a drawing is returned from the customer with status “Approved with Comments, Resubmit”, the user can continue the...
by Carl Mueller | Jun 1, 2024 | Product Tips & Tricks
There is a distinction in DocBoss between Comments and Markups. Comments are not embedded in the document. They are a generic area to add descriptive text about the file. If specific reference to the document is required, markups are a better tool. After the submittal...
