by Carl Mueller | Mar 29, 2024 | Product Tips & Tricks
The Default Users / Lists area of the main setup allow you to define key contacts for the specific project. It also includes the selection of the lists you will be using to manage the project. Any fields marked with a Red Flag, indicate it is a mandatory field. The...
by Carl Mueller | Mar 27, 2024 | Product Tips & Tricks
Did you know that you can format the file names of submittals before they are sent to your external EPC customers? This is used to format the file names on any Outgoing Submittals so that you can meet whichever format your EPC customers require, each time. To get...
by Carl Mueller | Mar 25, 2024 | Product Tips & Tricks
By default DocBoss allows you to manage one revision number (primary doc rev), however you have the ability to manage two by enabling the secondary doc rev. If you want two check of the Enable Secondary Doc Rev. and you can name it accordingly, but there are no...
by Carl Mueller | Mar 23, 2024 | Product Tips & Tricks
Assemblies group order detail by line numbers. In the case where you do not have any sub lines (a.b.c.d), they are exactly the same as the “Unit” fields. They come into play when your order detail contains sub lines (i.e. 1.a, 1.b). Assembly Line This level creates a...
by Carl Mueller | Mar 21, 2024 | Product Tips & Tricks
In this article we’ll discuss updating document numbers in DocBoss and instances where it might be necessary. When uploading doc numbers using the edit data via CSV from the Card List – you must add the word (in all caps) OVERRIDE into the related column for...