by Carl Mueller | Sep 19, 2023 | Product Tips & Tricks
Secondary Document Codes can only be added to Manually created Cards. Secondary codes cannot be added to auto-generated cards. If you’d like to learn more about document codes and cards and how they are used in DocBoss, click here. When creating a manual card,...
by Carl Mueller | Sep 11, 2023 | Product Tips & Tricks
Are you having trouble locating a card or document within DocBoss that appears to be missing? If you are unsure where a card is, try out the troubleshooting steps below. Topics Depending on what issue you’re facing, you can quickly toggle to the proper topic to...
by Carl Mueller | Aug 26, 2023 | Product Tips & Tricks
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...
by Carl Mueller | Aug 22, 2023 | Product Tips & Tricks
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...
by Carl Mueller | Aug 20, 2023 | Product Tips & Tricks
In DocBoss we frequently talk about cards and how to work with them inside DocBoss projects. You can click here to learn more about the concept of cards and what they entail. What is an obsolete card? When a locked card loses all of its linked units, it...
