by Carl Mueller | Jun 9, 2024 | Product Tips & Tricks
This is an updated article on the subject of a split parameter in the bulk matching process in DocBoss. If the uploaded files don’t match with any card, we show you an error in the top area of the matching screen. You can check the cause by hovering over the...
by Tunde Dorloti | Oct 31, 2023 | Product Tips & Tricks
To begin discussing Bulk Processing inside DocBoss, first let’s talk about the default settings. Default Settings Every user can change incoming submittal process to have Bulk Processing turned on or turned off by default. This can be managed by incoming type....
by Carl Mueller | Oct 29, 2023 | Product Tips & Tricks
When receiving submittals with many files, users may want to use bulk processing to bring incoming documents into DocBoss. Instead of users individually dragging files into each card, DocBoss will attempt to automatically match each file to the appropriate card....
by Carl Mueller | Oct 3, 2023 | Blog
In situations where companies request to merge or split existing instances, the steps in this article help with getting the new instance set up for use. This article assumes that the company is: Merging two (or more) existing instances into one, OR Splitting one...
by Alina Sonke | Jul 31, 2023 | Product Tips & Tricks
If you work with large equipment lists during your EPC projects, you know that the list can change over time with various changes. DocBoss helps you work with that no problem. But you might also have instances where you need to work with specific formatting that the...
