by Carl Mueller | Mar 9, 2024 | Product Tips & Tricks
A document card in DocBoss represents a specific document that is part of a project. A card is essentially a placeholder for the actual document and contains essential information about the document, such as its title, document number, revision status, due date, and...
by Carl Mueller | Feb 28, 2024 | Product Tips & Tricks
Setting up levels is one of the most important functions in DocBoss. Please review this article to learn more about how they can help you to build the Card List and link units to cards. As you are aware, DocBoss has a set of DEFAULT levels. But – in many cases,...
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...
