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...
by Carl Mueller | Apr 4, 2023 | Product Tips & Tricks
Did you know you can configure the lenses on the DocBoss dashboard to better filter information in a way that makes sense for you? Lenses give users the ability to filter the information INSIDE each dashboard tile. For example: Assume you have a custom “critical”...
by Carl Mueller | Mar 22, 2023 | Product Tips & Tricks
Would you like the ability to manage and view multiple DocBoss projects in one view? DocBoss allows users to create a tile which contains the data from many projects. You can add projects to your multi-project card by dynamic selection (adding a query) or static...
by Carl Mueller | Mar 18, 2023 | Product Tips & Tricks
Check out this link to access 23 videos that visually show you to how to perform various tasks and access many of the most popular DocBoss benefits for document controllers. There is so much functionality in DocBoss to choose from, it’s important to know how to...