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...
by Carl Mueller | Oct 1, 2023 | Product Tips & Tricks
The steps below explain how to export and import an existing collection of documents in an instance’s library. For instructions on adding new files to the library, see here. Export library documents and metadata From the system menu, select Library > Manage...
by Carl Mueller | Feb 14, 2023 | 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 document code type (in the Project Document List) must be published. Set TYPE on Document Code To attach library documents to a...
