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...
by Carl Mueller | Jul 19, 2024 | Product Tips & Tricks
What is a card in DocBoss? A card is essentially a placeholder for the actual documents. Like a file folder, if you will. It contains all of the history and revisions of a particular document, as well as the most current version of the document and its metadata. Click...
by Alina Sonke | Jun 3, 2024 | Product Tips & Tricks
Creating a temporary card allows users to track two workflows, and combine them back together after the temporary workflow is completed. For example, if a drawing is returned from the customer with status “Approved with Comments, Resubmit”, the user can continue the...
by Carl Mueller | Mar 17, 2024 | Product Tips & Tricks
In DocBoss, the Code List (Requirements) screen shows the list of document types that will be managed on the project. This list is often provided by the customer. If the customer does not have their own doc codes, users can add codes from their internal company list....
