by Carl Mueller | Jul 2, 2023 | Product Tips & Tricks
When routed internally, the documents are moved to user specific work areas called “Outstanding Actions”. Inside that area, users will make comments on the documents, while having the option to upload a new version of the file. Once they have done the review, they...
by Carl Mueller | Jun 26, 2023 | Document Control
DocBoss helps process equipment suppliers manage and deliver custom engineering documentation to their customers in the instance where the document control function is time-consuming and frustrating. DocBoss is especially helpful to companies who tag their products,...
by Carl Mueller | Jun 24, 2023 | Document Control
Engineering document control is a crucial aspect of the design, development, and delivery of pumps, valves, instrumentation, and skids among other process equipment. It ensures that all relevant information is accurate, up-to-date, and easily accessible to all...
by Carl Mueller | Jun 22, 2023 | Document Control
DocBoss users can test transmittal templates without needing to actually complete a submittal. Before testing, the template will need to be uploaded into DocBoss and then added to a project under the appropriate template type (customer or sub-supplier). Steps Navigate...
by Carl Mueller | Jun 20, 2023 | Product Tips & Tricks
You can have as many named DocBoss users as you like each with their own personal login credentials. This not only limits who has access to DocBoss but you can also further decide what level of access each user should have. Below, we’ll discuss the different...
