by Carl Mueller | Feb 24, 2024 | Product Tips & Tricks
This article discusses the steps involved to upload multiple sheets for manual cards inside DocBoss. When uploading Manual Cards there may be some documents that have multiple pages related to one piece of equipment. For example 1 drawing with 11 sheets. This can...
by Carl Mueller | Feb 18, 2024 | Product Tips & Tricks
This article discusses how to create a copy of a card or create a new sheet during a project. We’ll discuss both instances below with several screenshots to illustrate the work. Create Copy Copying a card is useful when you require an exact duplicate of a card...
by Carl Mueller | Feb 14, 2024 | Product Tips & Tricks
There may be some situations when a Card needs to be dismissed but the history and file still needs to be used in a different card. e.g. A Merged Set which contain cards related to Tag1, Tag2, Tag3 was sent and reviewed by the customer. In this article, we’ll...
by Carl Mueller | Feb 12, 2024 | Product Tips & Tricks
This article explains the second step of the eSignature process in DocBoss. You can access the first article where we discussed how to generate (or upload) eSignature certificates. Set Defaults per Doc Code Default eSignature settings can be assigned to each Doc Code...
by Carl Mueller | Jan 31, 2024 | Product Tips & Tricks
While you will come across Primary Document Codes in DocBoss, you can also define Secondary Document Codes and that’s what we’ll discuss in this article. Secondary Document Codes can only be added to Manually created Cards. Secondary codes cannot be added...
