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...
by Carl Mueller | May 2, 2023 | Product Tips & Tricks
If you tag your products, DocBoss has you covered. Perhaps you produce skids with instrumentation or valves, vessels with instrumentation and valves and plants with vessels. These are just three examples of types of equipment that DocBoss customers can utilize the...
by Carl Mueller | Apr 30, 2023 | Product Tips & Tricks
How difficult is it to manage documents between your team members working on a project? It’s as important as issuing documents to your customers, isn’t it? The back and forth with regards to rejected documents can cause project frustrations and delays if...
by Carl Mueller | Apr 28, 2023 | Product Tips & Tricks
Do you ever submit documentation to your EPC customer and then need to resubmit it at a later date with changes? It is often useful to identify which cards have changed when resubmitting a package or compilation to your customer. With a revision index page, DocBoss...
by Carl Mueller | Apr 26, 2023 | Product Tips & Tricks
During the course of managing cards you define routing and transmittal requirements. This is typically managed by DocBoss as you upload documents to the system because you have already assigned your specific workflow instruction. However, once you have processed a...
