by Carl Mueller | Sep 19, 2023 | Product Tips & Tricks
Secondary Document Codes can only be added to Manually created Cards. Secondary codes cannot be added to auto-generated cards. If you’d like to learn more about document codes and cards and how they are used in DocBoss, click here. When creating a manual card,...
by Carl Mueller | Sep 11, 2023 | Product Tips & Tricks
Are you having trouble locating a card or document within DocBoss that appears to be missing? If you are unsure where a card is, try out the troubleshooting steps below. Topics Depending on what issue you’re facing, you can quickly toggle to the proper topic to...
by Carl Mueller | Aug 24, 2023 | Product Tips & Tricks
Sometimes users may need to make changes to the Equipment List after documents have been submitted. Some situations where this could happen are: A project change order has been received A new piece of equipment has been added A tag has been removed When a change is...
by Carl Mueller | Apr 26, 2023 | Product Tips & Tricks
During the course of managing cards you define routing and transmittal requirements. This is typically managed by DocBoss as you upload documents to the system because you have already assigned your specific workflow instruction. However, once you have processed a...
by Carl Mueller | Mar 13, 2023 | News and Events
When DocBoss auto-generates cards (based on your selected LEVEL), it creates ALL possible cards. In some cases, not all cards are applicable for the doc code in question. Assume a customer has requested pressure tests from a seller of instrumentation, AND assume the...
