by Brad Bowyer | Aug 22, 2022 | Product Tips & Tricks
DocBoss was initially created with the needs of process equipment suppliers in mind and we have developed a system that works great for all supplier submittals. But is DocBoss only for suppliers? Not at all! DocBoss’ functions can translate to Engineering companies to...
by Brad Bowyer | Aug 19, 2022 | Product Tips & Tricks
In DocBoss, a card is linked to every piece of equipment at the order level. As we’ll see below you can lock a card for a specific reason if the need arises. Below is how and why you might do this. What is a Card? Cards are essentially placeholders for the...
by Brad Bowyer | Aug 12, 2022 | Product Tips & Tricks
DocBoss header and footers set in the Main screen of your projects will not be applied to excel documents. However, DocBoss xls template variables can be used on SDI Excel template header and footers. General variables can be used in headers and footers in excel. As...
by Brad Bowyer | Aug 10, 2022 | Product News
All document controllers have seen the customers who don’t provide any direction and have no document numbering requirements. Often, they’ll accept what you send them, named and numbered in any way. We have also seen the customers who provide the nomenclature with...
by Brad Bowyer | Aug 7, 2022 | Product Tips & Tricks
They say a picture is worth 1000 words. Here is a short video of some aspects of how to assign workflow with...
