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Overview The Status (Combined) column is a quick way to get lots of information about a card's current status and location. This column displays the following information about each card: Status Location, if not out with/pending to a submit...
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The walkthrough shown below uses the Card List to illustrate filtering options. Filtering on the Multi-Project Card Report screen uses the same layout. There are different areas of the screen for different types of filters. The sections are c...
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Last Updated: 09/18/2024
in Docs Projects Project FAQ
Default Grid Row Colors
There are two default grid colors that will appear in the Card List in the following situations:
Red - If expected return of card is after due date.
The system compares the Due date and Expected Date columns a...
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Query and export card data across multiple projects.
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Last Updated: 09/17/2024
in Docs Projects Summary of steps to set up a new project.
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When DocBoss auto-generates cards (based on your selected LEVEL), it creates ALL possible cards. In some cases, not all cards are applicable for the doc code in question.
Assume a customer has requested pressure tests from a seller of instr...
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Add sub-suppliers, customers, and end users.
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Often times a customer may place an order which is very similar to an order from the past. In these circumstances, the ability to copy a project will come in very useful. To Get Here: Open the project you wish to copy, navigate to the setup m...
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Last Updated: 09/16/2024
in FAQ Steps to reset your password.
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Last Updated: 09/16/2024
in Docs Admin User Management
How to get here:
These options are only available from the Manage Users screen.
To Add : Above the grid, click Add User.
To Edit : Click the edit icon (tools column) for the specific user.
To Disable : Click the disabl...