by Brad Bowyer | Aug 30, 2022 | Product Tips & Tricks
In DocBoss, cards are essentially placeholders for the actual documents. Like a file folder, if you will. A card contains all of the history and revisions of a particular document, as well as the most current version of the document and it’s metadata. Just like...
by Brad Bowyer | Aug 19, 2022 | Product Tips & Tricks
In DocBoss, a card is linked to every piece of equipment at the order level. As we’ll see below you can lock a card for a specific reason if the need arises. Below is how and why you might do this. What is a Card? Cards are essentially placeholders for the...
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:...
