by Carl Mueller | Sep 5, 2024 | Product Tips & Tricks
Looking for Internal Reporting? Check out the Metrics Report in DocBoss! Here’s how to access it: Settings >Reports > Project Metrics Set the Parameters Use any of the available filters to display the specific results you are looking for. Choose the...
by Carl Mueller | Sep 3, 2024 | Product Tips & Tricks
If you want to use the DocBoss generated version of the Compilation and/or the TOC for your submission, you must attach it to the applicable Doc Code in the Requirements grid. Here is how to do it. Compilations/Table of Contents (TOC) are initially configured as...
by Carl Mueller | Sep 1, 2024 | Product Tips & Tricks
One of the great benefits of DocBoss is the template feature which enables you to save commonly used documents to reuse on future projects. Here’s how. Steps for creating a template. Must be in excel format Any cells where the output data is to be defined by...
by Carl Mueller | Aug 31, 2024 | Product Tips & Tricks
You can view documents in DocBoss without having to download them first. Enabling the viewer is super easy, the viewer “Switch” is a toggle that allows you to turn it on or off. Incoming Docs File Staging Area Once it is enabled it will show you two options,...
by Carl Mueller | Aug 29, 2024 | Product Tips & Tricks
If you make a mistake assigning files into cards, you can undo it 2 ways From the assign screen 1) Go to the Assigned tab, and 2) Click the Rollback Latest Assignment icon. Note that if the document has already undergone additional workflow, (submittal, routing etc),...
by Alina Sonke | Aug 27, 2024 | Product Tips & Tricks
Do you work with CSV (Comma Separated Values) files as part of your document control work? Here’s how to deal with CSV files and some rules and tips to make your work with them easier! Save file as CSV (Comma delimited) To get proper format of CSV file for...
