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Created On: 07/05/2019
in Release Notes Older Releases Unlimited Equipment Fields
You may now add an unlimited number of global and project specific equipment fields.
Details are available here.
Data Inheritance
Inherit data from Major Tag columns to Tagged Equipment units
Inherit data ...
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Created On: 06/20/2019
in Docs Library Instructions for setting review schedules on library documents, ensuring they stay up-to-date.
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Created On: 06/20/2019
in Docs Library Instructions for editing library cards (individually and in bulk).
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Created On: 06/20/2019
in Docs Library Instructions for attaching library documents to project cards (individually and in bulk).
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If the file numbers are same as the tag numbers they could be easily matched in bulk process by DocBoss with the auto-created card number which automatically contains the tag number.
But what if you have to include the same tags for two do...
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When files need to be managed individually but the customer requires that all related files be submitted together, the package function can be used. This function works by create cards for each individual file, while also auto-creating a package o...
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The single-project equivalent of the Project Dashboard.
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Created On: 04/05/2019
in Release Notes Older Releases Project Hub
Whew!
Carrying on with the tiles available on the project dashboard, the project hub is a new landing page designed to provide actionable data for your document controllers. What documents are overdue, and who is behind on the requir...
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If the uploaded files don't match with any card, we show you an error in the top area of the matching screen.
You can check the cause by hovering over the error symbol.
Testing bulk match parameters
Select the info icon for the card...
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Created On: 04/01/2019
in Docs Admin User Management Edit details and permissions for own user or others.