by Carl Mueller | Nov 16, 2024 | Product Tips & Tricks
Did you know you can choose to enable the card field on a project-by-project basis? So while you can add custom fields to your cards, you do it universally or on a project basis. Here’s how to create and manage them. Once the Custom Fields have been created, you...
by Carl Mueller | Nov 8, 2024 | Product Tips & Tricks
Cards are essentially placeholders in DocBoss for the actual documents. It’s kind of like a file folder if you will. It contains all the history and revisions of a particular document as well as the most current version of the documents and its metadata. Below,...
by Carl Mueller | Oct 29, 2024 | Product Tips & Tricks
With DocBoss, you can access a multi project card report across multiple projects you are currently running. To query card data across multiple projects, you will want to access the multi-project card report. It is always available by clicking the logo in the top...
by Carl Mueller | Oct 21, 2024 | Product Tips & Tricks
Since we routinely make updates to DocBoss functionality for all customers to use, we thought it worth updating you on some changes that involve working with Cards. Here are some updates that result in less work for you and more options to take advantage of. Change...
by Carl Mueller | Oct 11, 2024 | Product Tips & Tricks
This article focuses on the issue of cards and specifically, how to change the stage list from the assign screen in DocBoss. We built an entirely new interface to allow users to see and change the stage data while assigning a card. Users no longer have to create the...
