by Carl Mueller | Jan 28, 2023 | Product Tips & Tricks
DocBoss has many reporting features you can take advantage of and customize as you need. You can use these tools to better monitor and account for your document control work. Case in point: filtering the card list and multi-project card report. Filtering on the card...
by Carl Mueller | Jan 26, 2023 | Product Tips & Tricks
Yes, DocBoss users can update previously submitted documents submittal dates. Updating it on the outgoing submittal will then update the date in the card history and all templates (SDI and in document cover pages added during submittal and also in compilation cover...
by Carl Mueller | Jan 24, 2023 | Product Tips & Tricks
Users can extract the most recent file from multiple cards via the Bulk Doc Download button on the card list. Navigate to the card list for any project, select the card you want to include in the export and click the Bulk Doc Download button. A zip file will be...
by Carl Mueller | Jan 22, 2023 | Document Control
When a user enables an equipment field for a major tag, data from that field will be available from the tagged and sub-unit grids (Steel). For example: Add a “Product Group” equipment field and enable it on the Major Tag grid Then add data into the field...
by Carl Mueller | Jan 20, 2023 | Product Tips & Tricks
Here are the steps involved in adding equipment to DocBoss during a project whether a single case or multiple instances. Navigate to the Equipment List Equipment (with related tags) must be entered into DocBoss to enable card creation. Navigate to Equipment List...
