by Carl Mueller | Sep 15, 2023 | Product Tips & Tricks
You can configure DocBoss in terms of user numbers whichever way you require. As you grow you can easily adjust up the user levels but can also choose what level of access each user gets. There are 3 user access levels available in DocBoss and you can choose whichever...
by Alina Sonke | Sep 13, 2023 | Product Tips & Tricks
Do you have affiliates that you work with who could benefit from having access to DocBoss? For customers with affiliates enabled, user access to projects and libraries can be configured per affiliate. Only admin users have permission to add or edit users. New users...
by Carl Mueller | Sep 11, 2023 | Product Tips & Tricks
Are you having trouble locating a card or document within DocBoss that appears to be missing? If you are unsure where a card is, try out the troubleshooting steps below. Topics Depending on what issue you’re facing, you can quickly toggle to the proper topic to...
by Carl Mueller | Sep 9, 2023 | Product Tips & Tricks
How do you easily upload documents into DocBoss and then assign workflow? A picture is worth 1000 words so here’s a video of how it’s done. We’ll quickly discuss a number of related issues to show you the full functionality....
by Carl Mueller | Sep 6, 2023 | Product Tips & Tricks
If you need to export many files simultaneously while using DocBoss, there’s a way to do so to save time and effort. You can access the DocBoss Bulk Doc Download feature. Here’s how to do it whether you’re working with a single project or multiple...
by Brad Bowyer | Sep 4, 2023 | Product Tips & Tricks
VDI 2770 is a German standard for final submittal of vendor documentation. The focus is on FINAL PACKAGES, not the day-to-day submittals for approval etc. The goal of VDI compliance is to create a stand alone package PER TAG. There will be many duplicate documents...
