by Carl Mueller | Nov 16, 2023 | Blog
What are output settings in DocBoss and when do you use this feature? This section allows you to select your templates (to use for outgoing documents, Cover Pages, Transmittals, Transmittal Emails, etc). If your customer has a specific template that they have...
by Carl Mueller | Nov 16, 2023 | Product Tips & Tricks
DocBoss has numerous benefits to document controllers and one of them is the Templates feature. With templates, you can save a commonly used document so that you can reuse it as needed moving forward and not have to create it from scratch each time. Plus, you can...
by Carl Mueller | Nov 14, 2023 | Product Tips & Tricks
DocBoss maintains 2 levels of equipment – Major Tags, and Tagged Equipment. The decision to use major tag can be determined by the tagging hierarchy you are managing. If you have 2 levels of tagging (or more), you should be using both Tagged equipment and Major...
by Carl Mueller | Nov 12, 2023 | Product Tips & Tricks
This is an updated articled on how to enable expediting for a project inside DocBoss which was first posted back in 2021. From inside a project, navigate to the Project Menu > Setup > Expedite Settings [If you don’t see the Expedite Settings menu item, it...
by Carl Mueller | Nov 8, 2023 | Product Tips & Tricks
You can view documents in DocBoss without having to download them first. Enabling the viewer is super easy. The viewer “Switch” is a toggle that allows you to turn it on or off. Incoming Documents File Staging Area Once it is enabled it will show you two options,...
