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...
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...
