by Carl Mueller | Mar 23, 2024 | Product Tips & Tricks
Assemblies group order detail by line numbers. In the case where you do not have any sub lines (a.b.c.d), they are exactly the same as the “Unit” fields. They come into play when your order detail contains sub lines (i.e. 1.a, 1.b). Assembly Line This level creates a...
by Carl Mueller | Mar 21, 2024 | Product Tips & Tricks
In this article we’ll discuss updating document numbers in DocBoss and instances where it might be necessary. When uploading doc numbers using the edit data via CSV from the Card List – you must add the word (in all caps) OVERRIDE into the related column for...
by Carl Mueller | Mar 1, 2024 | Product Tips & Tricks
Project setup when a customer sends a detailed document list with numbers, instead of a list of doc codes There is a temptation to upload the customer document list to the DocBoss CODE LIST, putting doc numbers as doc codes. This generally causes confusion in DocBoss...
by Carl Mueller | Feb 4, 2024 | Product Tips & Tricks
Turn around days refers to the number of days you set and specify a customer has to review and return documents you have sent to them. The purpose of this feature is to put a limit and deadline on the return of important documents processed through DocBoss to keep...
by Carl Mueller | Jan 17, 2024 | Product Tips & Tricks
This article explains how to apply conditions to document auto-numbering, outgoing file name, and compilation pattern formats. Using IF statements for Document Auto-Numbering Format If you have document numbers that differ depending on whether the document is a...
