by Alina Sonke | Apr 19, 2024 | Product Tips & Tricks
Do you work with affiliates that need to be added to your DocBoss instance? Here are some tips and advice regarding how to maintain your affiliates in DocBoss, beginning with how to add companies when required. Adding Companies Use an external reference ID for new...
by Carl Mueller | Apr 17, 2024 | Product Tips & Tricks
Do you have multiple DocBoss users? Do you sometimes find yourself adding new users or adding former users back again as your projects ramp up? Here’s how to reactivate users through the User Interface and also how to easily import users through Excel....
by Carl Mueller | Apr 13, 2024 | Product Tips & Tricks
If a user is working with an order that does not include a sub-unit of each type for each main unit, they can leave the cells where the units would have been added blank. If no information is entered for a sub-unit in any line, DocBoss will not try to add a sub-unit...
by Carl Mueller | Apr 11, 2024 | Product Tips & Tricks
Admin users can manage their instance’s user list from the Manage Users screen. From the Instance Menu, select Manage Users to navigate here. Manage Users From the Manage Users screen, admin users can: Manually initiate the sending of outstanding action...
by Carl Mueller | Apr 9, 2024 | Product Tips & Tricks
What if you have to create a project in DocBoss that you only want certain people to have access to, for whatever reason? Maybe it’s a highly confidential project, or a project that is simply for certain eyes only. Confidential projects can be created in DocBoss...
by Carl Mueller | Apr 7, 2024 | Product Tips & Tricks
When a user enables an equipment field for a major tag, data from that field will be available from the tagged and sub-unit grids (Steel). For example: Add a “Product Group” equipment field and enable it on the Major Tag grid Then add data into the field...
