by Carl Mueller | Jun 1, 2024 | Product Tips & Tricks
There is a distinction in DocBoss between Comments and Markups. Comments are not embedded in the document. They are a generic area to add descriptive text about the file. If specific reference to the document is required, markups are a better tool. After the submittal...
by Carl Mueller | May 29, 2024 | Product Tips & Tricks
In DocBoss now it is possible to set a default “Packages Layout” that can be used in all projects. To set the default layout for packages navigate to Settings > Customization > Package Layout Quick General Settings Compilation Info: Select if cover pages...
by Carl Mueller | May 27, 2024 | Product Tips & Tricks
For material certs or instruction manuals etc, you can automate the attachment of library documents to document cards. Click the attach icon on the requirement page for any given doc code. Single Match: This is the default auto-assign option. In this case DocBoss will...
by Carl Mueller | May 25, 2024 | Product Tips & Tricks
Navigate to the Main page of your project. In the Output Settings section under Cover Pages, you can choose which template you want to use for your project, for both Customer and Sub-Supplier submittals. You can also choose here how you want to create Excel cover...
by Carl Mueller | May 23, 2024 | Product Tips & Tricks
Here’s a great feature that DocBoss users can take advantage of if and when the need arises: The Auto-Reclaim feature offers several advantages as we’ll see below. The Auto-Reclaim feature allows users to complete the status of a document without uploading...
