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Using a Compilation Cover Page Instead of Submittal Cover Page (for Packages and Compilations)

by Carl Mueller | May 23, 2022 | Product Tips & Tricks

Users have the option to apply a Compilation Cover Page to compilations and packages. This is in addition to a Submittal Cover Page. The compilation cover page is generally a title page for the compilation. But, you can use exactly the same variables, so it can be...

Securing Your Files: Acceptable Native File Types With DocBoss

by Carl Mueller | May 17, 2022 | Product Tips & Tricks

To eliminate malicious file uploads, DocBoss maintains a list of uploadable file types. If your file is not on this list, you will receive an error on upload. If the file is valid, please contact support. Once we manually validate the file type, we will happily add it...

Working With A Supplier Document Index (SDI) With DocBoss

by Carl Mueller | May 13, 2022 | Product Tips & Tricks

The Supplier Document Index is also known as the Index, SDDL, VDRL and SDL. Whatever you choose to call it, DocBoss enables you to work with it in a variety of ways including accessing reporting features. SDI Resources When Using DocBoss Here are detailed articles...

Can Your Vendors Upload Docs Into Your Document Control System?

by Carl Mueller | May 10, 2022 | Document Control

DocBoss has a portal that enables your vendors to upload documents directly. Specifically, the sub-supplier portal provide a secure location for your vendors to upload (and download) documents directly into your DocBoss projects. Add accounts for the sub-supplier...

Do You Need Sub-Packages For Each Databook Section?

by Carl Mueller | May 8, 2022 | Uncategorized

One of the most popular features of DocBoss is its ability to help you customize databooks however your EPC customers would like them. We recently made an addition that all DocBoss customers can taken advantage of when assembling databooks. There are some databook...
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    • Using a Compilation Cover Page Instead of Submittal Cover Page (for Packages and Compilations)
    • Completing a Project in DocBoss
    • Securing Your Files: Acceptable Native File Types With DocBoss
    • Working With A Supplier Document Index (SDI) With DocBoss
    • Can Your Vendors Upload Docs Into Your Document Control System?
    • Do You Need Sub-Packages For Each Databook Section?
    • Submitting Excel Formatted Documentation To Your Customers
    • How Do You Access Single Project Reporting With DocBoss?
    • How To Re-Send and Forward Transmittals
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