by Brad Bowyer | Jan 31, 2022 | Product Tips & Tricks
Every submittal starts a Send/Receive pair which can be found in the Card History. Each pair contains a history entry that if (Y) is enabled it will be included in the SDI Reports. The system will set the send/return automatically but it can be changed manually...
by Carl Mueller | Jan 28, 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 | Jan 25, 2022 | Document Control
If you frequently customize documentation at the end of projects for your customers, you might be interested to learn about the various benefits of DocBoss that assist in the customization process. This includes editing headers and footers to meet your...
by Carl Mueller | Jan 24, 2022 | News and Events
DocBoss has released our latest update for January 2022 which is now available for all customers. Below is a quick overview of the changes. The link at the bottom takes you to all release notes with full details. Customer Portal The customer portal has been changed...
by Brad Bowyer | Jan 21, 2022 | Product Tips & Tricks
Even though we need to trust each person on our team is pulling their weight considering not all documents submitted/sent out are created equally, it’s nice to have a tool that can give an overview of what each team member is doing on a daily, weekly or monthly basis....