by Carl Mueller | Apr 9, 2025 | Product Tips & Tricks
The DocBoss library is a great feature to use to store frequently used documents that you can use again in the future without having to find them or start them again from scratch. Here are some recent updates we made to the Library to make it even more usable! Library...
by Carl Mueller | Apr 7, 2025 | Product Tips & Tricks
Here are 5 great DocBoss features to try that you may not currently be using: Learning Mode: This feature is designed to direct new users to the relevant articles in DocBoss documentation, depending on the screen they are on. This is a great feature for any new...
by Carl Mueller | Apr 3, 2025 | Product Tips & Tricks
Are you familiar with the Expediting feature in DocBoss? Expediting enables you to send reports to customers, sub-suppliers, and users, listing coming due/overdue documents. This helps keep projects on time and ensures no document(s) falls behind and holds the project...
by Alina Sonke | Apr 1, 2025 | Product Tips & Tricks
The Crop and Lock and Screen Ruler tools available with the Microsoft PowerToys collection can be used to more efficiently convert Word files to Excel templates. To use these tools effectively, first you must convert the received template from Word to Excel....
by Carl Mueller | Mar 31, 2025 | Product Tips & Tricks
Single Sign-On (SSO) is a technology that allows users to log in to multiple applications and websites with a single set of credentials. This means you only need to enter your username and password once to access all your accounts, making it more convenient and...
by Alina Sonke | Mar 29, 2025 | Product Tips & Tricks
RegEx (regular expression) patterns are a standard type of coding used to match text. In DocBoss, we use RegEx to parse card metadata from the file names when using the Create Cards and Match feature. Formatting patterns Common examples </^[^_]*/> – take...
