by Carl Mueller | Mar 1, 2023 | Blog
When it comes to the sub-suppliers associated to a given card, the Sub-Supplier List determines search and output text. When it comes to defining the sub-supplier list there are two options: Auto-defined values An override Auto-Defined (default) When using...
by Brad Bowyer | Feb 26, 2023 | Product Tips & Tricks
Sometimes, you customer gives you a rather generic document code. But in your company, there are several separate documents which correspond to that code, and you want to manage them all separately so you can keep track of the ones you are missing, etc. A classic...
by Carl Mueller | Feb 24, 2023 | Product Tips & Tricks
On the Card List you can set or update the Expected Date or Due Date of multiple cards. If you’d like to take a step back and learn more about what a card is in DocBoss, click here and here for full explanations. To set the Expected Date & Due Date, select...
by Carl Mueller | Feb 7, 2023 | Product Tips & Tricks
On auto-created cards, you can split a card into two, and assign specific units to each card with DocBoss. Here is how to get started. Navigate to the card list, and click the split icon. From the pop up, click create new card. The internal references for the cards...
by Carl Mueller | Jan 28, 2023 | Product Tips & Tricks
DocBoss has many reporting features you can take advantage of and customize as you need. You can use these tools to better monitor and account for your document control work. Case in point: filtering the card list and multi-project card report. Filtering on the card...
