by Brad Bowyer | Aug 15, 2023 | Product Tips & Tricks
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....
by Brad Bowyer | Jul 16, 2023 | Product Tips & Tricks
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...
by Carl Mueller | Apr 26, 2023 | Product Tips & Tricks
During the course of managing cards you define routing and transmittal requirements. This is typically managed by DocBoss as you upload documents to the system because you have already assigned your specific workflow instruction. However, once you have processed a...
by Brad Bowyer | Apr 24, 2023 | Product Tips & Tricks
DocBoss enables you to customize virtually any aspect of your document control work to meet the specific requirements of your EPC customers. You can also customize the inputs as required to meet these requirements. You can add custom fields to your cards. Here’s...
by Brad Bowyer | Apr 11, 2023 | 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 its metadata. We wrote in...
