by Alina Sonke | Apr 28, 2025 | Product Tips & Tricks
Are you a document controller who finds yourself frequently using the same document(s) and would like a method of having quick access rather than having to search for them each time? The Library is a space to store documents that can be reused. This can be useful for...
by Carl Mueller | Apr 9, 2025 | Product Tips & Tricks
The DocBoss library is a great feature to use to store frequently used documents that you can use again in the future without having to find them or start them again from scratch. Here are some recent updates we made to the Library to make it even more usable! Library...
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...
