by Alina Sonke | Sep 29, 2023 | Product Tips & Tricks
User roles are default permission sets available to users. To limit individual users’ access beyond their default role access limits, see the article on User Permissions. With DocBoss, you can have as many of each user role as you like depending on how many...
by Alina Sonke | Sep 25, 2023 | Product Tips & Tricks
Internal approval is often of interest to companies who are doing some engineering work on behalf of their customer. They want to work with their suppliers to ensure the documents are correct, prior to sending them on to their customer. When enabled, an internal...
by Carl Mueller | Sep 23, 2023 | Product Tips & Tricks
Do you still use Excel spreadsheets as part of your documentation work? When adding users via XLS, the following fields have restricted acceptable options: Role Entry must be a single letter. A, F, R, V [for Admin, Full, Review, View] Colour Entry must be a HEX value...
by Carl Mueller | Sep 21, 2023 | Product Tips & Tricks
Have you ever had the frustrating situation where you copy and paste something into a search bar and it returns 0 results, even though you know that the item you’re looking for does exist? What gives? We had an interesting interaction with a customer recently...
by Carl Mueller | Sep 19, 2023 | Product Tips & Tricks
Secondary Document Codes can only be added to Manually created Cards. Secondary codes cannot be added to auto-generated cards. If you’d like to learn more about document codes and cards and how they are used in DocBoss, click here. When creating a manual card,...
by Carl Mueller | Sep 17, 2023 | 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...
