by Brad Bowyer | May 8, 2023 | Product Tips & Tricks
There may be occasions in your document control work that you need to handle a document that you added to DocBoss that is no longer required. You have options to handle this which we’ll discuss below. You can void an unneeded document in DocBoss in two different...
by Alina Sonke | May 7, 2023 | Product Tips & Tricks
Have you ever searched for something that you know exists, but the search feature returns 0 results? Did you know that the character(s) you enter in the search bar might be the culprit? There are various types of dashes and hyphens used in text. While these can look...
by Carl Mueller | May 6, 2023 | Product Tips & Tricks
We’ve written numerous articles on this site regarding how Cards are treated inside DocBoss. Cards are essentially placeholders for real documents, if you will. As such, they are an important aspect of DocBoss and one that you customize as needed. Case in point,...
by Carl Mueller | May 4, 2023 | Product Tips & Tricks
Workflow functionality is one of the benefits that DocBoss includes for all customers to take advantage of. Every time a new workflow stage begins, a card is set to NULL status (exceptions exist, but are not typical). Users may want to assign the card to a specific...
by Carl Mueller | May 2, 2023 | Product Tips & Tricks
If you tag your products, DocBoss has you covered. Perhaps you produce skids with instrumentation or valves, vessels with instrumentation and valves and plants with vessels. These are just three examples of types of equipment that DocBoss customers can utilize the...
by Carl Mueller | Apr 30, 2023 | Product Tips & Tricks
How difficult is it to manage documents between your team members working on a project? It’s as important as issuing documents to your customers, isn’t it? The back and forth with regards to rejected documents can cause project frustrations and delays if...
