by Carl Mueller | Sep 2, 2023 | Product Tips & Tricks
The templates feature of DocBoss enables you to set up frequently-used documents in a library to quickly locate and use them in the future as needed. It’s a time saver in more ways than one since you save the time of setting up the document each time and...
by Brad Bowyer | Sep 2, 2023 | Product Tips & Tricks
When DocBoss regenerates a compilation (only in the case where it is lined to a code), the process includes updating the active file in the linked cards. But – what if you have already received an approved compilation back from your customer? Certainly DocBoss...
by Carl Mueller | Aug 28, 2023 | Product Tips & Tricks
If you’re setting up a new DocBoss project, there are several steps to follow and we’re happy to outline them below so you can see how easy it is to do. Following these steps will take you from creating a new customer to setting up all project fields,...
by Carl Mueller | Aug 26, 2023 | Product Tips & Tricks
When users build card lists with levels, such as one card per tag for example, but later realize that one card covers multiple tags, there is no longer a need for the additional cards. Rather than leave the original cards as pending, DocBoss allows you to merge...
by Alina Sonke | Aug 24, 2023 | Product Tips & Tricks
Overview Sometimes, users may need to make changes to the Equipment List after documents have been submitted. Some situations where this could happen are: A project change order has been received A new piece of equipment has been added A tag has been removed For a...
by Carl Mueller | Aug 22, 2023 | Product Tips & Tricks
We’ve recently discussed several topics related to obsolete cards. You can view these other articles: Obsolete Cards and How to Manage Them in DocBoss How To Void or Supercede Documents in Docboss Consider the following scenario: Doc Code = Q14 – Drawings Level...
