by Carl Mueller | Nov 10, 2024 | Blog
Automating tasks that you might typically do manually can save time and make doc control work more efficient in a number of ways. Automating document control processes can free up a significant amount of time for your employees in several ways. Let’s take a look...
by Carl Mueller | Nov 8, 2024 | Product Tips & Tricks
Cards are essentially placeholders in DocBoss for the actual documents. It’s kind of like a file folder if you will. It contains all the history and revisions of a particular document as well as the most current version of the documents and its metadata. Below,...
by Carl Mueller | Nov 6, 2024 | Product Tips & Tricks
For material certifications or instruction manuals etc, you can now 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...
by Carl Mueller | Nov 4, 2024 | Product Tips & Tricks
Let’s talk about how to set up a project within DocBoss. This is the main Setup of your project. You have two options and the selection will vary the fields that are available. Option 1 – Order Option 2 – Quote Profile This section is for your...
by Carl Mueller | Nov 2, 2024 | Product Tips & Tricks
Do you have difficulty getting your EPC customers to return documents in a timely fashion? DocBoss can help in several ways, beginning with the Expediting function. Expediting in DocBoss is done in a global sense, not from within each project. You can of course choose...
