by Brad Bowyer | Mar 20, 2023 | Product Tips & Tricks
DocBoss has updated grid options within the application for all users to take advantage of. Note: The below description applies only to grids which have been migrated to our new grid. The list of deployed grids is at the bottom of the article. New grids are added with...
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...
by Brad Bowyer | Sep 17, 2021 | Product Tips & Tricks
Do you use Microsoft Excel for your document control work? If you spend a bit of time learning the functions below, you’ll be SO MUCH FASTER at making the changes you want. Here are tips for document control pros to use Excel better. Easy (10 minutes total to...
by Brad Bowyer | Feb 23, 2021 | Document Control
I was working with a client the other day and was surprised by the Supplier Document Index (SDI) they had been asked to complete for a project. I am not a Microsoft Excel expert by any means but if you are sending an SDI that others should use for tracking, there are...