by Carl Mueller | Dec 23, 2024 | Product Tips & Tricks
We regularly update DocBoss functionality and add new features and benefits several times each year. You can view all our recent product releases on our Release Notes page. Here are some recent updates that you can take advantage of regarding the use of Cards inside...
by Carl Mueller | Nov 28, 2024 | Product Tips & Tricks
The walkthrough shown below uses the Card List to illustrate filtering options. Filtering on the Multi-Project Card Report screen uses the same layout. If you’d first like to take a step back and learn more about the concept of Cards in DocBoss, here are some...
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...
