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Using IF Statements (Auto Numbering, File Naming)

by Kirstie Reid | Feb 6, 2022 | Document Control

A new variable has been added to the system but is not presented as a button on the pattern variable list. <CardType> with values “manual” / “auto” can be used in your patterns, it just needs to be manually typed in.  Using IF statements for...

How Do You Upload An Older Revision Of A Document?

by Carl Mueller | Jan 28, 2022 | Document Control

Sometimes you may need to send a modified document while the current version is still being reviewed by the customer. An example: You send revision 0.Someone at the customer side steps outside of the normal doc control process (sometimes it is required from a timing...

How Can I See How Many Documents Each Team Member Has Processed?

by Kirstie Reid | Jan 21, 2022 | Product Tips & Tricks

Even though we need to trust each person on our team is pulling their weight considering not all documents submitted/sent out are created equally, it’s nice to have a tool that can give an overview of what each team member is doing on a daily, weekly or monthly basis....

Card List – Grid Row Colors Used In DocBoss

by Carl Mueller | Jan 18, 2022 | Document Control

Here are some customization options you can take advantage of with DocBoss when you use cards. Default Grid Row Colors There are two default grid colors that will appear in the Card List in the following situations:  Red – If expected return of card is...

Your Document Controller Just Quit. Now What?

by Kirstie Reid | Dec 28, 2021 | Document Control

Your document controller just quit in the middle of a project… “One of my document controllers just quit! How can I figure out where they were at with the project?” As a project progresses – especially a long one – the chance that one or...
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