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...
by Brad Bowyer | Dec 9, 2021 | Product Tips & Tricks
Uploading zipped files to DocBoss can be accomplished in several ways. This article is based on a conversation I recently had with a customer who was trying to figure out how to import zipped files into DocBoss most effectively. You actually have several options for...
