by Carl Mueller | Jul 19, 2024 | Product Tips & Tricks
What is a card in DocBoss? A card is essentially a placeholder for the actual documents. Like a file folder, if you will. It contains all of the history and revisions of a particular document, as well as the most current version of the document and its metadata. Click...
by Alina Sonke | Jun 3, 2024 | Product Tips & Tricks
Creating a temporary card allows users to track two workflows, and combine them back together after the temporary workflow is completed. For example, if a drawing is returned from the customer with status “Approved with Comments, Resubmit”, the user can continue the...
by Carl Mueller | Mar 17, 2024 | Product Tips & Tricks
In DocBoss, the Code List (Requirements) screen shows the list of document types that will be managed on the project. This list is often provided by the customer. If the customer does not have their own doc codes, users can add codes from their internal company list....
by Carl Mueller | Mar 9, 2024 | Product Tips & Tricks
A document card in DocBoss represents a specific document that is part of a project. A card is essentially a placeholder for the actual document and contains essential information about the document, such as its title, document number, revision status, due date, and...
by Carl Mueller | Feb 28, 2024 | Product Tips & Tricks
Setting up levels is one of the most important functions in DocBoss. Please review this article to learn more about how they can help you to build the Card List and link units to cards. As you are aware, DocBoss has a set of DEFAULT levels. But – in many cases,...
