by Carl Mueller | Jan 15, 2024 | Product Tips & Tricks
Below we’ll discuss how DocBoss handles a change in order details during a particular project you’re working on. When a change is made to Order Detail, DocBoss will present only cards which will be VOIDED (considered Obsolete) by the order detail changes....
by Carl Mueller | Nov 28, 2023 | Blog
This is an updated article that discusses ignored values (placeholders) inside DocBoss. If a user uploads an equipment list that includes placeholder values in the Tag field (NA, N/A, etc.), they can add these values under Admin > Other Lists > Ignored Values to...
by Carl Mueller | Oct 12, 2023 | Product Tips & Tricks
Permissions may only be managed from the Manage Users screen. Note that there is a View Permissions screen from the instance menu, but it is READ ONLY and is available to all user types. To edit user permissions, you must have an admin role. To get here: Open the...
by Carl Mueller | Oct 7, 2023 | Product Tips & Tricks
In DocBoss we use a number of terms that we’ve defined below. Some might be ones you’re already familiar with but others might be new for you. We’ve also provided a link below to the different user levels that exist inside DocBoss to show you what...
by Alina Sonke | Sep 25, 2023 | Product Tips & Tricks
Internal approval is often of interest to companies who are doing some engineering work on behalf of their customer. They want to work with their suppliers to ensure the documents are correct, prior to sending them on to their customer. When enabled, an internal...
