by Carl Mueller | Jan 23, 2024 | Product Tips & Tricks
In the past we’ve spoken about uploading a zip file without unpacking the file first. Below is an updated article looking at from a slightly different perspective to show you how it’s done. If you do not want DocBoss to extract/unpack the zip folder and...
by Carl Mueller | Jan 21, 2024 | Product Tips & Tricks
Do not show “downloaded by target” icon for submittal if email was not sent with hyperlink. If a submittal email notification does not include a hyperlink, the Downloaded by Target icon is no longer shown in the Submittals grid. Add Line No. (Customer)...
by Carl Mueller | Jan 19, 2024 | Product Tips & Tricks
DocBoss has made a number of updates to template functionality over the past few years. In case you aren’t aware, here are some recent updates regarding templates that you can use to your advantage to save time and effort on all projects. Project Templates...
by Carl Mueller | Jan 17, 2024 | Product Tips & Tricks
This article explains how to apply conditions to document auto-numbering, outgoing file name, and compilation pattern formats. Using IF statements for Document Auto-Numbering Format If you have document numbers that differ depending on whether the document is a...
by Carl Mueller | Jan 15, 2024 | Product Tips & Tricks
Below we’ll discuss how DocBoss handles a change in order details during a particular project you’re working on. When a change is made to Order Detail, DocBoss will present only cards which will be VOIDED (considered Obsolete) by the order detail changes....
by Carl Mueller | Jan 13, 2024 | Product Tips & Tricks
Cards in DocBoss have a workflow associated with them. With proper setup and following procedures, DocBoss will automate the next required step in your card workflow. Workflow Option: Submit When you submit a document(s), you are creating a transmittal package and are...
