by Brad Bowyer | Oct 14, 2022 | Product Tips & Tricks
To delete/disable equipment from your equipment list, 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. Once you have...
by Brad Bowyer | Oct 10, 2022 | Product Tips & Tricks
When you change the equipment list, DocBoss automatically updates the equipment linked to existing, autogenerated cards. If the card is in progress, DocBoss will ask you how to proceed. Navigate to Card to Unit Changes Project Hub > Cards: Card to Unit Changes...
by Brad Bowyer | Oct 7, 2022 | Product Tips & Tricks
Can you enable eSignature alerts and subscribe to receive notifications from DocBoss when required? Yes, you can. Below we’ll discuss this topic and show you how to quickly set them up. eSignature alerts Users can subscribe to alerts which will be issued when...
by Brad Bowyer | Oct 1, 2022 | Product Tips & Tricks
When you create a custom compilation (databook) for your EPC customer, you might need to customize it down to each section. For example, there are some databook layouts which require sub-packages to be created for each databook section. This is now offered in DocBoss....
by Brad Bowyer | Sep 26, 2022 | Product Tips & Tricks
Can you update a previous submittal date after it has been submitted through DocBoss? Yes, you can. Users can update previously submitted documents submittal dates as required. Updating it on the outgoing submittal will then update the date in the card history and all...
