by Carl Mueller | Mar 5, 2022 | Document Control
Users can now make edits to any of the fields in a historical entry in DocBoss. All changes are recorded, and the change log is visible by clicking the log icon beside any edited history entry. Identify manual history entries When manual changes are made to the active...
by Carl Mueller | Mar 1, 2022 | Document Control
In DocBoss, we differentiate between document codes and document cards. The Document Codes are types of documents that clients use as standard in all their projects. They do not represent “each” document. Some of the most common Document Codes are: From...
by Brad Bowyer | Jan 4, 2022 | Product Tips & Tricks
Often, we get instructions that a document (card) is no longer required. This doesn’t always come in the form of an email and without record we may wonder down the line why we did what we did. No matter the reason, not many of us have the memory power to remember why...
by Brad Bowyer | Dec 16, 2021 | Product Tips & Tricks
In some cases, we may have documents that we want to track but not necessarily share with our customer. For example, internal progress reports. We want to keep a record and track these documents, but the customer doesn’t ever need to see them. To do this in DocBoss,...
by Brad Bowyer | Nov 22, 2021 | Product Tips & Tricks
Can I filter the card list in more columns than just the drop-down options above the grid? Yes! As most of you know, you can filter the card list based on doc codes, reference, stages, status, location, and approval status (to name a few). But did you know you also...
