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...
by Brad Bowyer | Apr 7, 2023 | Product Tips & Tricks
This article provides steps to set up and use custom fields where the type is “List”. Using a list takes out any risk of typos as it gives the user a list of pre-existing values to choose from, rather than typing in the values. You have the option to...
by Brad Bowyer | Mar 20, 2023 | Product Tips & Tricks
DocBoss has updated grid options within the application for all users to take advantage of. Note: The below description applies only to grids which have been migrated to our new grid. The list of deployed grids is at the bottom of the article. New grids are added with...
by Brad Bowyer | Feb 26, 2023 | Product Tips & Tricks
Sometimes, you customer gives you a rather generic document code. But in your company, there are several separate documents which correspond to that code, and you want to manage them all separately so you can keep track of the ones you are missing, etc. A classic...
