by Brad Bowyer | Jan 4, 2022 | Product Tips & Tricks
Often, we get instructions that a document (card) is no longer required. This doesn’t always come in the form of an email and without record we may wonder down the line why we did what we did. No matter the reason, not many of us have the memory power to remember why...
by Brad Bowyer | Dec 28, 2021 | Document Control
Your document controller just quit in the middle of a project… “One of my document controllers just quit! How can I figure out where they were at with the project?” As a project progresses – especially a long one – the chance that one or...
by Brad Bowyer | Dec 19, 2021 | Product Tips & Tricks
Do you re-submit an entire data book/compilation or just the requested documents if your customer returns comments? This is a question that usually does not have a black or white answer. It really depends on your customers individual preference, in my opinion, one...
by Brad Bowyer | Dec 16, 2021 | Product Tips & Tricks
In some cases, we may have documents that we want to track but not necessarily share with our customer. For example, internal progress reports. We want to keep a record and track these documents, but the customer doesn’t ever need to see them. To do this in DocBoss,...
by Brad Bowyer | Dec 13, 2021 | Product Tips & Tricks
Can I use a template to create source documents using information in DocBoss? Yes! Although it wasn’t specifically designed for this purpose, there is a way to take a template – data sheets for example – and have DocBoss populate the information as well as...
