by Carl Mueller | Jan 26, 2025 | Product Tips & Tricks
Library documents can only be connected to a project card from the Document Ref Assign screen. In order to connect library documents, the doc code type (in the Project Document List) must be published. Set TYPE on Doc Code To attach library documents to a doc code,...
by Carl Mueller | Nov 6, 2024 | Product Tips & Tricks
For material certifications or instruction manuals etc, you can now automate the attachment of library documents to document cards. Click the attach icon on the requirement page for any given doc code. Single Match: This is the default auto-assign option. In this case...
by Carl Mueller | Sep 11, 2024 | Product Tips & Tricks
We’ve spoken in the past regarding the DocBoss library feature and how it can be used to store documents that you can use in the future to access to save time and effort. Popular articles we’ve written on our templates features include: Template Updates To...
by Carl Mueller | Jun 21, 2024 | Product Tips & Tricks
Do you need to make changes to an individual document or to multiple documents in your DocBoss library? You can either one with ease. We’ll discuss each option below. Individual Documents You can make changes to the meta data of individual documents in your...
by Carl Mueller | May 27, 2024 | Product Tips & Tricks
For material certs or instruction manuals etc, you can automate the attachment of library documents to document cards. Click the attach icon on the requirement page for any given doc code. Single Match: This is the default auto-assign option. In this case DocBoss will...
