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...
by Carl Mueller | Apr 28, 2022 | Document Control
DocBoss allows you to generate an expediting report. This report can be provided to your sub-supplier to aid in document delivery. It will show all the outstanding documents for your project. You also have the option to split the report by manufacturer. It is...
by Brad Bowyer | Apr 18, 2022 | Document Control
If you want the ability to submit and manage an Index Report in DocBoss you must link the SDI Report to a Document Card. Here’s how it’s done! Step 1 – Ensure Doc Code is set to Type = SDI Report Navigate to Code List...
by Carl Mueller | Apr 16, 2022 | Product Tips & Tricks
In DocBoss, “card” is the term we use for a placeholder for the actual documents themselves. It’s 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...
