by Carl Mueller | Jul 31, 2020 | Document Control
DocBoss allows you to define a larger workflow for each document code. Maybe drawings must be issued as IFA, then IFC, then As-Built – BUT, what about calibration certificates? Surely those are only issued as IFR or IFI. DocBoss allows you to assign a default workflow...
by Carl Mueller | Jul 28, 2020 | Document Control
Having a structured numbering convention is a critical piece of successful document control. In many supply contracts, suppliers are asked to provide their own number, but also to pre-number the customer’s number field based on a defined convention. DocBoss users can...
by Carl Mueller | Jul 25, 2020 | Product Tips & Tricks
Best practice is to provide a transmittal sheet with every submittal, listing every document being submitted. Of course, DocBoss has our own default templates, but if your customer requests that you complete their template (often so they can easily upload to their...
by Carl Mueller | Jul 21, 2020 | Document Control
How difficult is it for you to create and manage your document list over time as project documents get added, deleted and amended? Is this work done automatically or is it another annoying manual task you must take part in for the duration of each project? Of specific...
by Carl Mueller | Jul 16, 2020 | Product Tips & Tricks
When submitting vendor documentation, it is critical to cross reference all of the relevant equipment. Generally, customers request that you provide tag number relationships for every submitted document. DocBoss not only ensures you have provided this data, but...
