by Carl Mueller | Feb 6, 2025 | Product Tips & Tricks
Did you know that you can add comments on compilations and submittals that you send to your EPC customers? Compilation: Compilations are a collection of documents combined into a single PDF output. Generally referred to as databooks, manufacturing record books,...
by Carl Mueller | Feb 4, 2025 | Product Tips & Tricks
Overview The Status (Combined) column is a quick way to get lots of information about a card’s current status and location. This column displays the following information about each card: Return status Location Routings, if applicable Internal approval status,...
by Carl Mueller | Feb 2, 2025 | Product Tips & Tricks
DocBoss has a number of online resources that you can access to learn about all the great benefits and also how to quickly perform a new function that you haven’t used before. There are three ways to access articles from the main page of the user guide:...
by Carl Mueller | Jan 26, 2025 | Product Tips & Tricks
Library documents can only be connected to a project card from the Document Ref Assign screen. In order to connect library documents, the doc code type (in the Project Document List) must be published. Set TYPE on Doc Code To attach library documents to a doc code,...
by Carl Mueller | Jan 24, 2025 | Product Tips & Tricks
DocBoss allows users to create a tile on the Project Dashboard which contains the data from many projects. Create multi-project tile On the Project Dashboard, select Add Tile. Enter a name for the tile and select whether to add projects by dynamic selection, static...
