by Carl Mueller | May 17, 2022 | Product Tips & Tricks
To eliminate malicious file uploads, DocBoss maintains a list of uploadable file types. If your file is not on this list, you will receive an error on upload. If the file is valid, please contact support. Once we manually validate the file type, we will happily add it... by Carl Mueller | May 13, 2022 | Product Tips & Tricks
The Supplier Document Index is also known as the Index, SDDL, VDRL and SDL. Whatever you choose to call it, DocBoss enables you to work with it in a variety of ways including accessing reporting features. SDI Resources When Using DocBoss Here are detailed articles... 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... by Carl Mueller | May 8, 2022 | Uncategorized
One of the most popular features of DocBoss is its ability to help you customize databooks however your EPC customers would like them. We recently made an addition that all DocBoss customers can taken advantage of when assembling databooks. There are some databook... by Brad Bowyer | May 5, 2022 | Document Control
Typically, when submitting documents, we include a cover page. For PDF files this is easy, DocBoss will add the cover sheet directly to the document. But what do you do when you’re submitting an Excel document? It’s interesting to see the different preferences on how... by Carl Mueller | May 3, 2022 | Document Control
The Card List is the key filtering and reporting tool for individual projects in DocBoss. There are a variety of fields available for filtering. Take note of the Keyword text box located at the top right, it allows you to search a value across multiple fields or use... by Brad Bowyer | May 1, 2022 | Product Tips & Tricks
When working with customer submittals at the end of projects, you might need to re-send one or forward it after the original has been sent. To Re-Send or forward a transmittal, navigate to Outgoing Submittals and click on the underlined submittal number, as shown... by Carl Mueller | Apr 28, 2022 | Document Control
DocBoss allows you to generate an expediting report. This report can be provided to your sub-supplier to aid in document delivery. It will show all the outstanding documents for your project. You also have the option to split the report by manufacturer. It is... by Brad Bowyer | Apr 26, 2022 | News and Events
DocBoss has released our latest update for April 2022 which is now available for all customers. Below are the updates in detail along with screenshots. The link at the bottom takes you to all release notes with full details. Compilations Create Package and... by Carl Mueller | Apr 25, 2022 | Document Control
An SDI Report is a listing that details the full scope of documentation for a specific project. It could also be referred to as a Document Register, or Document Index. Some customers have this as part of their documentation requirements. They may even issue a specific...
