by Carl Mueller | Jan 17, 2023 | Product Tips & Tricks
There are times when a project has been started outside of DocBoss, and you want all submittal history to be brought into the system. Maybe you just enrolled with DocBoss and have a large project just underway. It is possible to recreate your submittal history by...
by Carl Mueller | Jan 15, 2023 | Product Tips & Tricks
The compilations system is built around auto-generated cards (using levels to connect all the data). If a compilation has to be generated by Major Tag and the cards included in it have been created using both levels of equipment (Major Tags and Tagged Equipment...
by Carl Mueller | Jan 13, 2023 | Product Tips & Tricks
Are you looking to set up a project from scratch inside DocBoss and want some advice on how to get started? The following steps will take you from creating a new customer to setting up all project fields, equipment list and card list. Set Up Customer with Codes and...
by Carl Mueller | Jan 11, 2023 | Product Tips & Tricks
If you have a customer who has issued multiple orders of equipment under one purchase order number, DocBoss can use custom equipment fields to identify multiple packages on one single equipment list. This will allow you to create one final compilation for all of the...
by Carl Mueller | Jan 9, 2023 | Product Tips & Tricks
How can you get rid of ‘(Sheet 1 of 1)’ from Manual Cards when using DocBoss? It’s included in the Project Setting section as a default but you can remove it if desired. “Sheet Adder” was created to allow users to count the number of sheets on the...
