by Brad Bowyer | Sep 8, 2022 | Product Tips & Tricks
If you have an issue with the way your document looks in the DocBoss viewer after upload, there’s a reason or this an easy fix which we’ll discuss below. When the documents look strange in the viewer after upload usually is because of the “Courier...
by Carl Mueller | Mar 8, 2022 | Product Tips & Tricks
When setting up a stage with an internal target, you will see an option to Route to [Role 4] (When looking at the grid of stages, the title of the column is DO NOT XMT: Route to [Role 4]) When enabled, and cards enter this stage, they will NOT show in...
by Brad Bowyer | Feb 28, 2022 | Product Tips & Tricks
We know the typical information we all need for our EPC projects: Document numbers Revisions Document codes Tag numbers, etc… But what about information that isn’t standard on all projects like Class for example? As class is typically related to actual equipment, in...
by Brad Bowyer | Feb 2, 2022 | Product Tips & Tricks
The following are quick tip videos to further support our helpdesk articles and videos. These quick tip videos have been created based on frequently asked questions. Compilation Settings Edit Document Numbers via CSV (also includes how to change manual number...
by Brad Bowyer | Dec 9, 2021 | Product Tips & Tricks
Uploading zipped files to DocBoss can be accomplished in several ways. This article is based on a conversation I recently had with a customer who was trying to figure out how to import zipped files into DocBoss most effectively. You actually have several options for...
