by Alina Sonke | Jul 22, 2023 | Product Tips & Tricks
Overview DocBoss now allows a horizontal layout in the files used for equipment list uploads. This feature can save time for users working with units that have multiple components that need to be tracked. Typically, to include sub-units in an equipment list upload,...
by Carl Mueller | Jul 20, 2023 | Product Tips & Tricks
What options exist for outgoing submittal notification emails to your customers? You can choose from several options in terms of what you deliver to customers depending on the situation. The defaults for notifications are available in the general admin area and can be...
by Carl Mueller | Jul 18, 2023 | Product Tips & Tricks
There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result. On the project template, you select the source columns (and add text if you wish)...
by Brad Bowyer | Jul 16, 2023 | Product Tips & Tricks
In this article we’ll discuss the concept of cards and how to edit them. Sometimes, users may need to edit merged cards. In the Card List, select the Edit icon from the Tools column in the row for the merged card. This can be done from other screens that show...
by Alina Sonke | Jul 14, 2023 | Product Tips & Tricks
This is the fourth in a series of posts related too routing options inside DocBoss. The first three articles can be accessed here: Part 1, Part 2 and Part 3. In this fourth article, we will discuss customized routing. The routing scenario feature allows users to...
by Alina Sonke | Jul 12, 2023 | Product Tips & Tricks
This is a continuation of our series of posts regarding applying routing scenarios inside DocBoss. Click here to access the first post and click here to access the second post. In this third post, we’ll discuss the concept of applying routing scenarios. After...
