by Carl Mueller | Oct 3, 2024 | Product Tips & Tricks
On each project the default values for bulk process are undefined until a submittal is made. On the first submittal to a target, the default value is assigned from the USER profile and is shown in the submittal pop up (checked or unchecked). Why? Some users are...
by Carl Mueller | Oct 1, 2024 | Product Tips & Tricks
On the Card to Unit Changes screen, there are three options which users may select from to move cards out of this stage. These options are listed to the bottom right of the grid (for bulk processing) and are also available under the Tools column (for individual...
by Carl Mueller | Sep 29, 2024 | Product Tips & Tricks
DocBoss has many great features to save document controllers time and ultimately money on their EPC projects. One great feature is the Templates function which as we’ll see below, can be used in many ways. Here are some popular articles we’ve written on...
by Carl Mueller | Sep 27, 2024 | Product Tips & Tricks
Users may now add an unlimited number of custom fields to the main area of projects. Create new date, text, or list fields. There is also an option to define whether fields are mandatory. Users may apply them to any or all project templates. Other Data Fields are...
by Carl Mueller | Sep 25, 2024 | Product Tips & Tricks
You can customize the headers and footers of your documents as your EPC customer requires with DocBoss. To add and edit headers and footers to your documents, navigate to the Main Setup page of your project where available fields are shown in the Formats group >...
