by Carl Mueller | Mar 18, 2023 | Product Tips & Tricks
Check out this link to access 23 videos that visually show you to how to perform various tasks and access many of the most popular DocBoss benefits for document controllers. There is so much functionality in DocBoss to choose from, it’s important to know how to...
by Carl Mueller | Mar 16, 2023 | Product Tips & Tricks
DocBoss has instance default settings for every project you run within DocBoss but did you know that you change them as you need for each project and customer? These settings allow you to customize DocBoss to suit your company needs. The default settings will...
by Carl Mueller | Mar 15, 2023 | Product Tips & Tricks
If you tag your products, DocBoss is the ideal document control application for you. Tagged products are a DocBoss specialty regardless of how you handle them. DocBoss maintains 2 levels of equipment: Major Tags Tagged Equipment. The decision to use a major tag can be...
by Carl Mueller | Mar 13, 2023 | Product Tips & Tricks
When DocBoss auto-generates cards (based on your selected LEVEL), it creates ALL possible cards. In some cases, not all cards are applicable for the doc code in question. Assume a customer has requested pressure tests from a seller of instrumentation, AND assume the...
by Carl Mueller | Mar 9, 2023 | Product Tips & Tricks
Assume you have a drawing for each tag, but your customer requires that you submit only ONE PACKAGE containing all drawings (sorted by tag numbers). DocBoss makes this process easier by helping you manage each individual drawing (upload them into separate separate...
