by Carl Mueller | Mar 1, 2024 | Product Tips & Tricks
Project setup when a customer sends a detailed document list with numbers, instead of a list of doc codes There is a temptation to upload the customer document list to the DocBoss CODE LIST, putting doc numbers as doc codes. This generally causes confusion in DocBoss...
by Carl Mueller | Feb 28, 2024 | Product Tips & Tricks
Setting up levels is one of the most important functions in DocBoss. Please review this article to learn more about how they can help you to build the Card List and link units to cards. As you are aware, DocBoss has a set of DEFAULT levels. But – in many cases,...
by Carl Mueller | Feb 26, 2024 | Product Tips & Tricks
Here’s an updated article on the topic of Comments and Markups, how to use them, and they differ, inside DocBoss. There is a distinction in DocBoss between Comments and Markup. Comments are not embedded in the document. They are a generic area to add descriptive...
by Carl Mueller | Feb 24, 2024 | Product Tips & Tricks
This article discusses the steps involved to upload multiple sheets for manual cards inside DocBoss. When uploading Manual Cards there may be some documents that have multiple pages related to one piece of equipment. For example 1 drawing with 11 sheets. This can...
by Carl Mueller | Feb 22, 2024 | Product Tips & Tricks
Here is an example of expediting features and benefits offered in DocBoss. These features are based on a release that we made back in 2020 and is available to all DocBoss customers. It’s an example of how we update functionality over time and immediately make...
by Carl Mueller | Feb 20, 2024 | Product Tips & Tricks
Did you know DocBoss has a document viewer where you can view documents to see how your customer views them before you submit them? DocBoss updated the document viewer to include updated navigation options, more flexibility, and extended markup options. See below for...
