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Merging Cards Within DocBoss

When users build card lists with levels, such as one card per tag for example, but later realize that one card covers multiple tags, there is no longer a need for the additional cards. Rather than leave the original cards as pending, DocBoss allows you to merge...

Example of An Obsolete Card in DocBoss

We’ve recently discussed several topics related to obsolete cards. You can view these other articles: Obsolete Cards and How to Manage Them in DocBoss How To Void or Supercede Documents in Docboss Consider the following scenario: Doc Code = Q14 – Drawings Level...

Card State Status Within DocBoss

Cards are an important aspect of DocBoss that document controllers will become familiar with. If you’d like to learn more about Cards and what they mean in DocBoss, click here to learn about the topic in detail. DocBoss maintains a state for every locked card....

Edit Merged Cards Inside DocBoss

In this article we’ll discuss the concept of cards and how to edit them. Sometimes, users may need to edit merged cards. In the Card List, select the Edit icon from the Tools column in the row for the merged card. This can be done from other screens that show...