by Brad Bowyer | Nov 17, 2022 | Product Tips & Tricks
How can you view a complete list of all outgoing submittals to your customers in DocBoss? The last grid on the Outgoing Submittals page contains completed submittals. Project Menu > Cards In/Out > Outgoing Submittals > Scroll to bottom of screen. 1) Submittal...
by Brad Bowyer | Nov 14, 2022 | Product Tips & Tricks
To delete/disable equipment from your equipment list in DocBoss, there are a couple of options. For single changes, you can click the delete icon. For multiple pieces of equipment, you can select them using the select boxes then click Disable Selected. ...
by Brad Bowyer | Nov 10, 2022 | Product Tips & Tricks
This article will explain how to change the stage list from the assign screen within DocBoss. The assign slide-in show several pieces of information related to the stage list. The name of the stage list The option to edit the stage list directly Box for each stage,...
by Brad Bowyer | Nov 7, 2022 | Product Tips & Tricks
DocBoss users may now add manual cards to their projects, even when just using the tagged equipment units. First, ensure the manual card module has been enabled on your project. Add Cards To add an individual card, click the + in the top right of the card list...
by Brad Bowyer | Nov 2, 2022 | Product Tips & Tricks
One of the useful and popular benefits of DocBoss is the compilations feature. This enables you to create custom submittals for your EPC customers at the end of projects with a few clicks of your mouse. Below we’ll discuss compilation details and structure...
