by Brad Bowyer | Jul 27, 2023 | Product Tips & Tricks
Default Equipment Number is the parameter that sets the value that will be displayed whenever the Equipment Unit variable is used. Default is always set to Tag but this can be changed for the whole order in the Project Fields Template > Default EQ Number. ...
by Brad Bowyer | Jul 16, 2023 | Product Tips & Tricks
In this article we’ll discuss the concept of cards and how to edit them. Sometimes, users may need to edit merged cards. In the Card List, select the Edit icon from the Tools column in the row for the merged card. This can be done from other screens that show...
by Brad Bowyer | May 20, 2023 | Product Tips & Tricks
The expediting module is a very useful aspect of DocBoss. Expediting is done in a global sense, not from within each project however you can choose to expedite only one project. For a background on expediting within DocBoss, check out an article we wrote entitled Run...
by Brad Bowyer | May 8, 2023 | Product Tips & Tricks
There may be occasions in your document control work that you need to handle a document that you added to DocBoss that is no longer required. You have options to handle this which we’ll discuss below. You can void an unneeded document in DocBoss in two different...
by Brad Bowyer | Apr 24, 2023 | Product Tips & Tricks
DocBoss enables you to customize virtually any aspect of your document control work to meet the specific requirements of your EPC customers. You can also customize the inputs as required to meet these requirements. You can add custom fields to your cards. Here’s...
