by Carl Mueller | Aug 31, 2021 | Document Control
Let’s take a look at how you upload projects into DocBoss from your suppliers and sub-suppliers. We’ll take a look at how DocBoss handles all incoming documents and enables you to properly file and assign them based on the specific project. Check out the...
by Brad Bowyer | Aug 27, 2021 | Document Control
What’s the difference between “Download Status Report (CSV)” and “Download CSV” via the Add/Edit Data via CSV icon in DocBoss? I’ve been asked a few times about the difference between downloading the Status Report (CSV) and the Download CSV via Add/Edit Data via CSV...
by Brad Bowyer | Aug 23, 2021 | Document Control
If you have a customer who has issued multiple orders of equipment under one purchase order number, DocBoss can use custom equipment fields to identify multiple packages on one single equipment list. This will allow you to create one final compilation for all of the...
by Carl Mueller | Aug 19, 2021 | Document Control
In large projects, outgoing submittals to your customers and incoming documents that they send you can be difficult to track and monitor. Here’s how DocBoss helps. Outgoing Submittals Include documents as a zip file in an email notification to your customers....
by Carl Mueller | Aug 17, 2021 | Document Control
We constantly upgrade DocBoss features and benefits and you can keep track of ongoing upgrades by viewing the DocBoss release notifications page. One of the aspects of DocBoss that received attention is the user interface that all DocBoss users see when they login....
