by Carl Mueller | Jul 20, 2023 | Product Tips & Tricks
What options exist for outgoing submittal notification emails to your customers? You can choose from several options in terms of what you deliver to customers depending on the situation. Defaults The defaults for notifications are available in the general admin area...
by Carl Mueller | Jul 18, 2023 | Product Tips & Tricks
There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result. On the project template, you select the source columns (and add text if you wish)...
by Carl Mueller | Jul 6, 2023 | News and Events
How can oil and gas companies ensure that their documentation processes are accessible and secure for remote workers, who may be located in different regions or time zones? As the oil and gas industry becomes increasingly digitized and decentralized, remote work is...
by Carl Mueller | Jul 4, 2023 | Blog
You may have been asked by your customer to submit a unique SDI report for each Tag, or each PO (if multiple PO’s on same DocBoss project). DocBoss doesn’t support a full SDI based on a level. There are many questions about documents which apply to more than one...
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...
