by Brad Bowyer | Jun 17, 2024 | Product Tips & Tricks
When you start using DocBoss, what do you need to do to get started? This week we brought another new customer on board so it’s a timely topic. After a 1 hour pre training phone call to set the table for how you will use DocBoss to your advantage, we followed up...
by Brad Bowyer | Nov 2, 2023 | Product Tips & Tricks
To enable Multi-Factor Authentication (MFA) your security enabled user should navigate to the security settings screen. Note that only the users with security settings will see this interface. Admin > Security Settings. 1. Enable the option for submittal recipient...
by Brad Bowyer | Sep 4, 2023 | Product Tips & Tricks
VDI 2770 is a German standard for final submittal of vendor documentation. The focus is on FINAL PACKAGES, not the day-to-day submittals for approval etc. The goal of VDI compliance is to create a stand alone package PER TAG. There will be many duplicate documents...
by Brad Bowyer | Sep 2, 2023 | Product Tips & Tricks
When DocBoss regenerates a compilation (only in the case where it is linked to a code), the process includes updating the active file in the linked cards. But what if you have already received an approved compilation back from your customer? Certainly DocBoss would...
by Brad Bowyer | Aug 15, 2023 | Product Tips & Tricks
Cards are an important aspect of DocBoss that document controllers will become familiar with. If you’d like to learn more about Cards and what they mean in DocBoss, click here to learn about the topic in detail. DocBoss maintains a state for every locked card....
