by Alina Sonke | Aug 27, 2024 | Product Tips & Tricks
Do you work with CSV (Comma Separated Values) files as part of your document control work? Here’s how to deal with CSV files and some rules and tips to make your work with them easier! Save file as CSV (Comma delimited) To get proper format of CSV file for...
by Carl Mueller | Aug 9, 2024 | Product Tips & Tricks
This article focuses on how you can import and edit the project document code list via a CSV file inside DocBoss. The upload file has to contain the following fields in the specified order: Doc Code Id (Do not Touch),Doc Code,Doc Code Name,Type,Tech Rev...
by Carl Mueller | Jan 5, 2024 | Product Tips & Tricks
This is an updated article that discusses how to correct date errors while uploading CSV files. It takes into account the most recent information we have on the subject to help you quickly address this issue. If you are getting date format errors when uploading CSV or...
by Carl Mueller | Nov 18, 2023 | Product Tips & Tricks
DocBoss relies on a user setting to determine whether to use commas or semicolons when downloading data. If your download appears as a single column of run-together text, it is likely that your computer/Excel is expecting a different separator value. You can change...
by Alina Sonke | Dec 13, 2022 | Product Tips & Tricks
DocBoss allows users to make changes to existing data in the Card List using a CSV (excel) file. When you download the file for the first time the data can be a bit overwhelming – Don’t let that scare you! Once ‘Add/Edit Data via CSV’ is...
