by Carl Mueller | May 3, 2022 | Document Control
The Card List is the key filtering and reporting tool for individual projects in DocBoss. There are a variety of fields available for filtering. Take note of the Keyword text box located at the top right, it allows you to search a value across multiple fields or use...
by Carl Mueller | Jan 11, 2022 | Document Control
Creating a “Job” allows you to group multiple projects together for reporting and searches. For example, if you have two projects for a customer and you want to report across both projects, enter a job number on Project 1 and enter the same job number on...
by Carl Mueller | Jan 7, 2022 | Document Control
To run an SDI report for multiple projects, you will need to have assigned the “Job” to each of the projects you want to include in the report. For information on creating and assigning jobs, see our article here. Once you have assigned all projects...
by Carl Mueller | Dec 31, 2021 | Document Control
When you get a request for proposal with a 20-page document submittal spec, you assume that everything is covered. I mean, you are being told exactly how and how high to jump. As long as you follow the spec, you’ve got it covered. You likely flip though the codes, and...
by Carl Mueller | Oct 12, 2021 | Document Control
Working With Your Equipment List Create combination columns There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result. On the project...
