by Carl Mueller | Feb 25, 2025 | Product Tips & Tricks
With DocBoss, you can add markups and comments to documents in the DocBoss viewer. DocBoss supports viewing and adding document markup. The assign screen, the assign pop up, and the outstanding actions interface all support annotations. You can add markups to files...
by Carl Mueller | Feb 23, 2025 | Product Tips & Tricks
Expediting in DocBoss refers to sending reports to customers, sub-suppliers, and users that lists coming due/overdue documents so you can be aware of milestones that are about to hit. This way, you keep projects on track and each team member is held accountable for...
by Carl Mueller | Feb 21, 2025 | Product Tips & Tricks
Do you work with Material Test Reports (MTR, aka Mill Test Reports? In the oil and gas industry, these quality assurance document certify the material used in a product, such as pipes, valves, or other components, conforms to specific industry standards and...
by Carl Mueller | Feb 11, 2025 | Product Tips & Tricks
Usually when a copy or sheet is created from a card, the new card is expected to be a different, but related document. It is possible to create a full copy of a card (as a copy or as a sheet), including the active file and all of its history, following the steps...
by Carl Mueller | Feb 8, 2025 | Product Tips & Tricks
As a document controller, you probably work with countless internal codes for drawings, lists, data sheets, quality reports and more. The table below discusses this in more detail. Here’s how you can apply mapping codes directly from the source code list. Also,...
