by Brad Bowyer | Dec 24, 2022 | Product Tips & Tricks
The Internal Document Code field/column allows users to map customer codes to a common set of internal codes. This provides two benefits: It provides a nice way to search for similar documents, across all projects. Searching for customer codes can be difficult, as...
by Brad Bowyer | Dec 5, 2022 | Product Tips & Tricks
A Document Code in DocBoss is a specific customer code or project code used to create project document groups. The following are examples of common Doc Codes: Adding Doc Codes to your customers allows you to re-use them in any of their Projects and the easiest way to...
by Brad Bowyer | Nov 14, 2022 | Product Tips & Tricks
To delete/disable equipment from your equipment list in DocBoss, there are a couple of options. For single changes, you can click the delete icon. For multiple pieces of equipment, you can select them using the select boxes then click Disable Selected. ...
by Brad Bowyer | Oct 14, 2022 | Product Tips & Tricks
To delete/disable equipment from your equipment list, there are a couple of options. For single changes, you can click the delete icon. For multiple pieces of equipment, you can select them using the select boxes then click Disable Selected. Once you have...
by Brad Bowyer | Sep 19, 2022 | Product Tips & Tricks
This article provides steps to set up “Lists”. Using a list takes out any risk of typos as it gives the user a list of pre-existing values to choose from, rather than typing in the values. Below are three options you can choose from. To create a new list...
