by Brad Bowyer | Sep 3, 2022 | Product Tips & Tricks
In order to enable web access, the contact must be added to DocBoss. For information on adding a contact, see our article here. Allow Web Access: Enable this field to allow the access to the Customer Web Access/Portal Login (for the web access): This field...
by Brad Bowyer | Aug 30, 2022 | Product Tips & Tricks
In DocBoss, cards are essentially placeholders for the actual documents. 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 document and it’s metadata. Just like...
by Brad Bowyer | Aug 24, 2022 | Product News
Periodically, we have customers looking for marketing material to include with bid packages. They are looking for something to help them stand apart on competitive bids. We have created some notes below which helps you promote your investment in DocBoss to your...
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...
