by Carl Mueller | Mar 17, 2022 | Product Tips & Tricks
If your customer requires a detailed table of contents (TOC) in a submittal, DocBoss can help. You have plenty of ways to customize a TOC to your customers’ liking. To get here: In your project – Click Main Project Drop Down Click Index Reports &...
by Brad Bowyer | Mar 15, 2022 | Document Control
Back in the days of hard copies and CDs, sizes of data books weren’t much of a delivery hold up point. But more and more companies are moving away from hard copies and CDs and are beginning to accept only electronic copies of data books. In most cases, this is a good...
by Carl Mueller | Mar 14, 2022 | Document Control
One of the great benefits of DocBoss is its ability to help you customize documents in whatever way your customers desire, right down to the headers and footers. To add and edit headers and footers to your documents, navigate to the Main Setup page of your project...
by Carl Mueller | Mar 10, 2022 | Document Control
In DocBoss we were refer to databooks as compilations. They can be customized to suit the requirements of your customers in whichever way you like. Part of the benefit of this feature includes the use of templates which can save you time in the future when you need to...
by Carl Mueller | Mar 8, 2022 | Product Tips & Tricks
When setting up a stage with an internal target, you will see an option to Route to [Role 4] (When looking at the grid of stages, the title of the column is DO NOT XMT: Route to [Role 4]) When enabled, and cards enter this stage, they will NOT show in...