by Carl Mueller | Mar 13, 2023 | Product Tips & Tricks
When DocBoss auto-generates cards (based on your selected LEVEL), it creates ALL possible cards. In some cases, not all cards are applicable for the doc code in question. Assume a customer has requested pressure tests from a seller of instrumentation, AND assume the...
by Carl Mueller | Mar 9, 2023 | Product Tips & Tricks
Assume you have a drawing for each tag, but your customer requires that you submit only ONE PACKAGE containing all drawings (sorted by tag numbers). DocBoss makes this process easier by helping you manage each individual drawing (upload them into separate separate...
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...
