by Carl Mueller | Jan 11, 2024 | Product Tips & Tricks
Let’s discuss how to export the individual card history inside DocBoss. As an exception to most grids where users can click to download the data in CSV, the history grid does not currently have that option. At this time, the process to export the history of a...
by Carl Mueller | Jan 9, 2024 | Product Tips & Tricks
The history of all cards is actively captured in DocBoss. You have the ability to view all previous versions of the document. Clicking the History icon (from the Tools column) will open the History in a new window. The new window will open and all the history...
by Carl Mueller | Jan 7, 2024 | Product Tips & Tricks
Although most of the basic Excel features are supported in templates for Docboss documents, not every feature can be used. There are also some differences when building templates that would be output as PDF (usually various cover pages, section title pages, etc) and...
by Carl Mueller | Jan 5, 2024 | Product Tips & Tricks
This is an updated article that discusses how to correct date errors while uploading CSV files. It takes into account the most recent information we have on the subject to help you quickly address this issue. If you are getting date format errors when uploading CSV or...
by Carl Mueller | Jan 3, 2024 | Product Tips & Tricks
We’ve spoken at length about the ability of DocBoss users to set up various templates to access commonly used documents for future projects to save time.You can set up email templates for your projects and edit them as needed by customer. If you want, you can...
by Carl Mueller | Dec 31, 2023 | Product Tips & Tricks
We’ve updated our grid functionality and this article discusses the updates. At the very bottom, you’ll see a list of grids that have migrated to the newest, up to date grid format. Note: The below description applies only to grids which have been migrated...
