by Carl Mueller | May 14, 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 | May 10, 2023 | Product Tips & Tricks
When you work with a Supplier Document Index (SDI), there are several things you should be aware of. If you want the ability to submit and manage an Index Report in DocBoss you must link the SDI Report to a Document Card. This will lead to the Re-generate function...
by Carl Mueller | May 7, 2023 | Blog
DocBoss enables you to customize and complete entire submissions to your EPC customers at the end of projects regardless of how they’d like it customized. Here are several great aspects of submittals within DocBoss that you can use to make this work easier to...
by Carl Mueller | May 6, 2023 | Product Tips & Tricks
We’ve written numerous articles on this site regarding how Cards are treated inside DocBoss. Cards are essentially placeholders for real documents, if you will. As such, they are an important aspect of DocBoss and one that you customize as needed. Case in point,...
by Carl Mueller | May 4, 2023 | Product Tips & Tricks
Workflow functionality is one of the benefits that DocBoss includes for all customers to take advantage of. Every time a new workflow stage begins, a card is set to NULL status (exceptions exist, but are not typical). Users may want to assign the card to a specific...
