by Alina Sonke | Jun 5, 2024 | Product Tips & Tricks
This article is a guide for formatting the Excel Import file for bulk adding/editing companies. To get here, from the system menu, select Lists > Companies > Excel Import/Export. Steps: Download the template from Export Excel file > Download file. Note that...
by Carl Mueller | Oct 5, 2022 | Product Tips & Tricks
If you are getting date format errors when uploading CSV or Excel files into DocBoss it is likely caused by Excel’s regional settings. Opening a CSV in excel automatically converts any dates using Excel’s expected format. If customers have a required...
by Brad Bowyer | Jun 24, 2022 | Product Tips & Tricks
If you work with CSV files, you know there are a number of things that can go wrong and errors that can occur when you are using commas, semicolons and other characters. If you use CSV files with your projects, DocBoss can help you work with them depending on how you...
by Brad Bowyer | May 5, 2022 | Document Control
Typically, when submitting documents, we include a cover page. For PDF files this is easy, DocBoss will add the cover sheet directly to the document. But what do you do when you’re submitting an Excel document? It’s interesting to see the different preferences on how...
by Carl Mueller | Mar 21, 2022 | Document Control
One issue with using Microsoft Excel or other non-document control specific application is that it’s difficult if not impossible to limit access to the project to any degree. If someone has access to the Excel spreadsheets, they can change them any way they like...
