by Carl Mueller | Apr 28, 2022 | Document Control
DocBoss allows you to generate an expediting report. This report can be provided to your sub-supplier to aid in document delivery. It will show all the outstanding documents for your project. You also have the option to split the report by manufacturer. It is...
by Brad Bowyer | Apr 26, 2022 | News and Events
DocBoss has released our latest update for April 2022 which is now available for all customers. Below are the updates in detail along with screenshots. The link at the bottom takes you to all release notes with full details. Compilations Create Package and...
by Carl Mueller | Apr 25, 2022 | Document Control
An SDI Report is a listing that details the full scope of documentation for a specific project. It could also be referred to as a Document Register, or Document Index. Some customers have this as part of their documentation requirements. They may even issue a specific...
by Carl Mueller | Apr 22, 2022 | Document Control
To save some time, you can create email templates within DocBoss that can be used repeatedly as the need arises for your customers. Here’s how to set them up… To Get Here: Settings>Template Mgmt: Output Templates > Scroll down to Email...
by Brad Bowyer | Apr 18, 2022 | Document Control
If you want the ability to submit and manage an Index Report in DocBoss you must link the SDI Report to a Document Card. Here’s how it’s done! Step 1 – Ensure Doc Code is set to Type = SDI Report Navigate to Code List...