by Carl Mueller | Nov 24, 2023 | Product Tips & Tricks
Workflow functionality is an important benefit that all DocBoss users can take advantage of, depending on the work that you do for your EPC customers. DocBoss allows you to define a larger workflow for each document code. Maybe drawings must be issued as IFA, then...
by Carl Mueller | Nov 22, 2023 | Product Tips & Tricks
At the end of projects, are you required to submit full project documentation to your EPC customers? Perhaps these submittal packages are highly customized for each customer too, often in the form of a template that they send you that you must adhere to. This can lead...
by Carl Mueller | Nov 20, 2023 | Product Tips & Tricks
DocBoss allows you to define a larger workflow for each document code. Maybe drawings must be issued as IFA, then IFC, then As-Built. But what about calibration certificates? Surely those are only issued as IFR or IFI. DocBoss allows you to assign a default workflow...
by Carl Mueller | Nov 18, 2023 | Product Tips & Tricks
DocBoss relies on a user setting to determine whether to use commas or semicolons when downloading data. If your download appears as a single column of run-together text, it is likely that your computer/Excel is expecting a different separator value. You can change...
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...
