by Brad Bowyer | Apr 16, 2022 | News and Events
DocBoss provides workflow functionality to help you with your document control requirements. In DocBoss we use the word submittal to describe the output that you provide to your EPC customers at the end of projects You might refer to them as databooks, compilations or...
by Carl Mueller | Apr 16, 2022 | Uncategorized
In DocBoss, “card” is the term we use for a placeholder for the actual documents themselves. It’s like a file folder, if you will. A card contains all of the history and revisions of a particular document, as well as the most current version of the...
by Carl Mueller | Apr 15, 2022 | Document Control
Let’s take a look at the Unpack feature in DocBoss which you can use to handle and manage document packages you send to your customers. Here is the screen shot of a package sent to the customer by way of an example. Assign returned package to the package card...
by Carl Mueller | Apr 12, 2022 | Document Control
When processing files are returned from the customer, DocBoss expects that the page count has NOT changed. All details are explained here. But when processing documents returned from the supplier, default “expected cover pages” value is always set to...
by Carl Mueller | Apr 10, 2022 | Product Tips & Tricks
Documents that are available for submission (based on workflow) will automatically move to a queue located on the outgoing submittals screen. The grid in which they appear depends on the workflow target. By default, it is the customer. To Get Here: Outgoing Submittals...
