by Brad Bowyer | Aug 3, 2022 | Product Tips & Tricks
Some of the default routing which can be applied by DocBoss is applied in the background (when card changes stage). Some of it is applied only on the assign interface. Here is a description of the impact of bulk assign on default routing options: Doc Code Routing (for...
by Carl Mueller | Jul 11, 2022 | Product Tips & Tricks
If you assemble documentation packages for your customers at the end of projects, you probably already know how time-consuming it can be especially if you have to resubmit amended documentation after the fact. Here’s how DocBoss makes it easier for you. Add a...
by Carl Mueller | Jul 4, 2022 | Product Tips & Tricks
If you need to access data from multiple projects, DocBoss can help. 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 right. From the report screen, you can:...
by Brad Bowyer | Jun 10, 2022 | Product Tips & Tricks
Filtering on the card list is available on all columns with a filter icon. These are typically custom columns (but not always), as most other fields are filterable/searchable using the drop down selections or keyword functions located above the grid. Let’s start...
by Brad Bowyer | May 25, 2022 | Product Tips & Tricks
When trying to match your file with an existing card, DocBoss takes: Each segment of your file name (based on your split parameter) The full file name and compares it to: Each document number (internal, sub-supplier, customer, end user). Card Name (Auto) which is...
