by Carl Mueller | Apr 3, 2024 | Product Tips & Tricks
Let’s talk about templates within DocBoss. The templates feature is a great way to save frequently used documents to use in the future so you don’t have to start from scratch each time. Below, we’ll concentrate on how to use templates in the...
by Carl Mueller | Apr 1, 2024 | Product Tips & Tricks
I recently had a talk with a new DocBoss customer who was trying to figure out how many users to have. The great thing about DocBoss is it doesn’t how many users or concurrent projects you want to run, as you choose both as you require. If you need more users...
by Carl Mueller | Mar 31, 2024 | Product Tips & Tricks
DocBoss enables you to automate a number of tasks that are often done manually by document controllers. This will save you time and ultimately money but can also help reduce errors. Project setup is no different. Often times a customer may place an order which is very...
by Carl Mueller | Mar 29, 2024 | Product Tips & Tricks
The Default Users / Lists area of the main setup allow you to define key contacts for the specific project. It also includes the selection of the lists you will be using to manage the project. Any fields marked with a Red Flag, indicate it is a mandatory field. The...
by Carl Mueller | Mar 27, 2024 | Product Tips & Tricks
Did you know that you can format the file names of submittals before they are sent to your external EPC customers? This is used to format the file names on any Outgoing Submittals so that you can meet whichever format your EPC customers require, each time. To get...
