by Carl Mueller | Jan 18, 2022 | Document Control
Here are some customization options you can take advantage of with DocBoss when you use cards. Default Grid Row Colors There are two default grid colors that will appear in the Card List in the following situations: Red – If expected return of card is after due...
by Carl Mueller | Jan 14, 2022 | Document Control
Below is the series of steps along with screenshots of the expedite process offered by DocBoss along with the reporting features and email functionality. Start Expedite Process Expediting is done in a global sense, not from within each project. You can of course...
by Carl Mueller | Jan 11, 2022 | Document Control
Creating a “Job” allows you to group multiple projects together for reporting and searches. For example, if you have two projects for a customer and you want to report across both projects, enter a job number on Project 1 and enter the same job number on...
by Carl Mueller | Jan 9, 2022 | Uncategorized
DocBoss enables you to split a card and also split an equipment list. On auto-created cards, you can split a card into two, and assign specific units to each card. Navigate to the card list, and click the split icon. From the pop up, click create new card. The...
by Carl Mueller | Jan 7, 2022 | Document Control
To run an SDI report for multiple projects, you will need to have assigned the “Job” to each of the projects you want to include in the report. For information on creating and assigning jobs, see our article here. Once you have assigned all projects...