by Carl Mueller | Jan 28, 2023 | Product Tips & Tricks
DocBoss has many reporting features you can take advantage of and customize as you need. You can use these tools to better monitor and account for your document control work. Case in point: filtering the card list and multi-project card report. Filtering on the card...
by Carl Mueller | Jan 26, 2023 | Product Tips & Tricks
Yes, DocBoss users can update previously submitted documents submittal dates. Updating it on the outgoing submittal will then update the date in the card history and all templates (SDI and in document cover pages added during submittal and also in compilation cover...
by Carl Mueller | Jan 13, 2023 | Product Tips & Tricks
Are you looking to set up a project from scratch inside DocBoss and want some advice on how to get started? The following steps will take you from creating a new customer to setting up all project fields, equipment list and card list. Set Up Customer with Codes and...
by Carl Mueller | Jan 11, 2023 | Product Tips & Tricks
If you have a customer who has issued multiple orders of equipment under one purchase order number, DocBoss can use custom equipment fields to identify multiple packages on one single equipment list. This will allow you to create one final compilation for all of the...
by Carl Mueller | Jan 9, 2023 | Product Tips & Tricks
How can you get rid of ‘(Sheet 1 of 1)’ from Manual Cards when using DocBoss? It’s included in the Project Setting section as a default but you can remove it if desired. “Sheet Adder” was created to allow users to count the number of sheets on the...
