by Carl Mueller | Feb 16, 2023 | Product Tips & Tricks
DocBoss now allows eSignatures to be applied to outgoing documents in 2 forms: 1. System applied (Hidden) This signature is applied to the document without a visible signature block. The intent is to register the current state of the document. If the document is...
by Carl Mueller | Feb 14, 2023 | Product Tips & Tricks
In your documentation work, you might use your own numbering system, you might use your sub supplier’s or you might use both. DocBoss enables you to deal with both situations as we’ll discuss below. Your Document Numbers It is standard practice to assign a...
by Carl Mueller | Feb 14, 2023 | 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 document code type (in the Project Document List) must be published. Set TYPE on Document Code To attach library documents to a...
by Carl Mueller | Feb 12, 2023 | Document Control
One of the greatest benefits of DocBoss is its ability to customize document control work any way your customer requires. DocBoss also automates many aspects of document control that you might currently do manually. Case in point: Auto creating your document index. If...
by Carl Mueller | Feb 10, 2023 | Product Tips & Tricks
Customers periodically ask how they should set up their file structure for saving submittals on their server. While not technically required, it’s a good practice. DocBoss of course saves a copy of your submitals on our server but you can also download them on...
