by Alina Kleinsasser | Mar 27, 2024 | Blog, Document Control, Product Tips & Tricks
For suppliers providing project documentation to EPCs, managing material test reports (MTRs) can be a headache. That’s why having an efficient system for handling Material Test Reports (MTRs) is essential. With DocBoss, you can store MTRs in a shared library...
by Carl Mueller | Jan 22, 2023 | Document Control
When a user enables an equipment field for a major tag, data from that field will be available from the tagged and sub-unit grids (Steel). For example: Add a “Product Group” equipment field and enable it on the Major Tag grid Then add data into the field...
by Carl Mueller | Jul 2, 2022 | Document Control
Target and Recipients Users must enable the targets they wish to expedite. The default is for customers and outstanding actions (defaults can be changed on the admin template). As selections are made, additional grids will appear showing the actual companies to...
by Carl Mueller | Jun 6, 2022 | Document Control
Sometimes you may need to send a modified document while the current version is still being reviewed by the customer. An Example: You send revision 0.Someone at the customer side steps outside of the normal doc control process (sometimes it is required from a timing...
by Carl Mueller | May 10, 2022 | Document Control
DocBoss has a portal that enables your vendors to upload documents directly. Specifically, the sub-supplier portal provide a secure location for your vendors to upload (and download) documents directly into your DocBoss projects. Add accounts for the sub-supplier...