by Carl Mueller | Jul 18, 2023 | Product Tips & Tricks
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 template, you select the source columns (and add text if you wish)...
by Carl Mueller | Jun 15, 2023 | Document Control
Affiliate companies can be created in DocBoss if you need to set different outputs based on internal companies. This will allow you to use different Code List/Names on output documents as well as various general default settings. Currently only the outgoing email...
by Alina Sonke | May 31, 2023 | Product Tips & Tricks
Sometimes users may receive a “File is empty” error message when trying to upload a file to DocBoss. Common issues and resolutions are listed below: The file does not contain any information (size is 0 kb) Ensure that the correct file is being selected for...
by Brad Bowyer | May 8, 2023 | Product Tips & Tricks
There may be occasions in your document control work that you need to handle a document that you added to DocBoss that is no longer required. You have options to handle this which we’ll discuss below. You can void an unneeded document in DocBoss in two different...
by Alina Sonke | May 7, 2023 | Product Tips & Tricks
Have you ever searched for something that you know exists, but the search feature returns 0 results? Did you know that the character(s) you enter in the search bar might be the culprit? There are various types of dashes and hyphens used in text. While these can look...
