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...
by Brad Bowyer | Oct 31, 2022 | Product Tips & Tricks
The digital twin (or design one, build many) concept has been used in various large projects. Often you will be asked to resubmit documents which have already been used on previous projects, and reference the previous document numbers etc. DocBoss allows you to copy...
by Brad Bowyer | Oct 28, 2022 | Document Control
With DocBoss, you have access to both a templates feature to save commonly used templates for future use, along with our popular compilations feature which enables you to create submittals with a few clicks of your mouse. You can also use both features together to...
by Brad Bowyer | Oct 26, 2022 | Product Tips & Tricks
Users of different groups, project types or affiliates may wish to have different default settings apply to new compilations and packages. DocBoss uses presets to define various setting defaults for NEW compilations and packages created on a given project. Presets are...
