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...
by Brad Bowyer | Feb 22, 2023 | Product Tips & Tricks
In DocBoss, a package is all the information that you will submit to a customer at the end of a project. So all drawings, cover pages, test results and anything else they require, all packaged up into one submittal or compilation or whatever you choose to call it. In...
by Brad Bowyer | Dec 26, 2022 | Document Control
As projects progress, often there are changes which happen to required equipment. DocBoss supports those and helps you manage the changes to your document cards. Why does DocBoss monitor changes to equipment? All Auto-Generated cards are directly linked to the...
by Brad Bowyer | Dec 24, 2022 | Product Tips & Tricks
The Internal Document Code field/column in DocBoss allows users to map customer codes to a common set of internal codes. This provides two benefits: It provides a nice way to search for similar documents, across all projects. Searching for customer codes can be...
by Brad Bowyer | Dec 22, 2022 | Product Tips & Tricks
Every submittal in DocBoss starts a Send/Receive pair which can be found in the Card History. Each pair contains a history entry that if (Y) is enabled it will be included in the SDI Reports. The system will set the send/return automatically but it can be changed...
