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...
by Brad Bowyer | Apr 22, 2023 | Product Tips & Tricks
What is a level in DocBoss? The Level is an attribute that DocBoss uses to group data from the Equipment List of a project. Before we discuss levels in DocBoss, let’s use a comparison to describe how they work. Imagine a collection of fruit. There are many ways...
by Brad Bowyer | Apr 20, 2023 | Document Control
In DocBoss a compilation is the final submission that you send to your EPC customers at the end of a project. You might refer to it as a submittal. With DocBoss you can create custom submittals with a few clicks of your mouse to meet your EPC customer’s specs....
by Brad Bowyer | Apr 11, 2023 | 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 its metadata. We wrote in...
