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...
by Carl Mueller | Jan 11, 2024 | Product Tips & Tricks
Let’s discuss how to export the individual card history inside DocBoss. As an exception to most grids where users can click to download the data in CSV, the history grid does not currently have that option. At this time, the process to export the history of...
by Carl Mueller | Dec 28, 2023 | Product Tips & Tricks
This article discusses how to enable manual cards inside DocBoss. If you’d like to take a step about cards and how they work in DocBoss, click here to read an overview. How to Enable Manual Cards To add manual cards to a project, you must first ensure the manual...
by Carl Mueller | Dec 28, 2023 | Blog
DocBoss allows you to create and manage multiple versions of a single card. Generally this is required when different language version of a card must be supplied/tracked. Add/Enable Language Custom Field on Project To begin, check the project fields template to see if...
by Carl Mueller | Dec 13, 2023 | Product Tips & Tricks
This is an updated article on a post we wrote about 2 years ago related to setting default routing for completed or incomplete cards inside DocBoss. Default/forced routing can be defined for any stage. You can define an assignment for all cards which come back either...
