by Carl Mueller | Oct 21, 2024 | Product Tips & Tricks
Since we routinely make updates to DocBoss functionality for all customers to use, we thought it worth updating you on some changes that involve working with Cards. Here are some updates that result in less work for you and more options to take advantage of. Change...
by Carl Mueller | Oct 11, 2024 | Product Tips & Tricks
This article focuses on the issue of cards and specifically, how to change the stage list from the assign screen in DocBoss. We built an entirely new interface to allow users to see and change the stage data while assigning a card. Users no longer have to create the...
by Carl Mueller | Oct 1, 2024 | Product Tips & Tricks
On the Card to Unit Changes screen, there are three options which users may select from to move cards out of this stage. These options are listed to the bottom right of the grid (for bulk processing) and are also available under the Tools column (for individual...
by Carl Mueller | Sep 13, 2024 | Product Tips & Tricks
This is an updated post regarding how to create manual cards in DocBoss. First off, what is a card? 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...
by Carl Mueller | Aug 19, 2024 | Product Tips & Tricks
Sometimes, you customer gives you a rather GENERIC doc code. But in your company, there are several separate documents which correspond to that code, and you want to manage them all separately (so you can keep track of the ones you are missing etc…). A classic...
