by Carl Mueller | Feb 22, 2024 | Product Tips & Tricks
Here is an example of expediting features and benefits offered in DocBoss. These features are based on a release that we made back in 2020 and is available to all DocBoss customers. It’s an example of how we update functionality over time and immediately make...
by Carl Mueller | Feb 20, 2024 | Product Tips & Tricks
Did you know DocBoss has a document viewer where you can view documents to see how your customer views them before you submit them? DocBoss updated the document viewer to include updated navigation options, more flexibility, and extended markup options. See below for...
by Carl Mueller | Feb 18, 2024 | Product Tips & Tricks
This article discusses how to create a copy of a card or create a new sheet during a project. We’ll discuss both instances below with several screenshots to illustrate the work. Create Copy Copying a card is useful when you require an exact duplicate of a card...
by Carl Mueller | Feb 16, 2024 | Product Tips & Tricks
This is an updated article on how to adjust and customize the Table of Contents so that you can meet whatever specifications your EPC customers desire for every project. As we’ll see below, you can customize the Table right down to the font size you use. The...
by Carl Mueller | Feb 14, 2024 | Product Tips & Tricks
There may be some situations when a Card needs to be dismissed but the history and file still needs to be used in a different card. e.g. A Merged Set which contain cards related to Tag1, Tag2, Tag3 was sent and reviewed by the customer. In this article, we’ll...
