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...
by Carl Mueller | Sep 21, 2023 | Product Tips & Tricks
Have you ever had the frustrating situation where you copy and paste something into a search bar and it returns 0 results, even though you know that the item you’re looking for does exist? What gives? We had an interesting interaction with a customer recently...
by Brad Bowyer | Sep 4, 2023 | Product Tips & Tricks
VDI 2770 is a German standard for final submittal of vendor documentation. The focus is on FINAL PACKAGES, not the day-to-day submittals for approval etc. The goal of VDI compliance is to create a stand alone package PER TAG. There will be many duplicate documents...
