by Carl Mueller | Oct 5, 2022 | Product Tips & Tricks
If you are getting date format errors when uploading CSV or Excel files into DocBoss it is likely caused by Excel’s regional settings. Opening a CSV in excel automatically converts any dates using Excel’s expected format. If customers have a required...
by Brad Bowyer | Jun 24, 2022 | Product Tips & Tricks
If you work with CSV files, you know there are a number of things that can go wrong and errors that can occur when you are using commas, semicolons and other characters. If you use CSV files with your projects, DocBoss can help you work with them depending on how you...
by Carl Mueller | Feb 15, 2022 | Document Control
DocBoss enables 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! Here’s how to make those changes....
by Brad Bowyer | Aug 27, 2021 | Document Control
What’s the difference between “Download Status Report (CSV)” and “Download CSV” via the Add/Edit Data via CSV icon in DocBoss? I’ve been asked a few times about the difference between downloading the Status Report (CSV) and the Download CSV via Add/Edit Data via CSV...
by Brad Bowyer | Aug 2, 2021 | Document Control
As many document controllers may know, converting a Word document to Excel is not always an easy task. The cells do not always transfer over nicely. Images often get lost in the conversion among other problems. Rather than spending an hour or two building complex...