by Brad Bowyer | Oct 10, 2022 | Product Tips & Tricks
When you change the equipment list, DocBoss automatically updates the equipment linked to existing, autogenerated cards. If the card is in progress, DocBoss will ask you how to proceed. Navigate to Card to Unit Changes Project Hub > Cards: Card to...
by Carl Mueller | Sep 28, 2022 | Product Tips & Tricks
In DocBoss, we refer to a card as a storage container for every version of a document. It also stores the key meta data (current status/version/etc), and maintains the links to both the document code and to the list of equipment from which additional meta data is...
by Carl Mueller | Sep 12, 2022 | Uncategorized
Once an Action has been applied to a card, it remains in the Outstanding Actions grid until the Action has been marked Complete or removed. You can view all Outstanding Actions (for all projects in your instance) OR you can view Outstanding Actions specific to a...
by Brad Bowyer | Sep 5, 2022 | Product Tips & Tricks
Revert File vs. Revert File and Meta-Data is a topic I was asked about recently by a customer so it’s worth taking a look at the options available. When working with card history, you will notice two options to reverting a file. The first option is to...
by Brad Bowyer | Aug 30, 2022 | Product Tips & Tricks
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 particular document, as well as the most current version of the document and it’s metadata. Just like...
