by Carl Mueller | Feb 20, 2023 | Product Tips & Tricks
Some customers have requested that they identify the process which they will be submitting the documents of a transmittal. We have added a selection called Delivery Medium strictly for output purposes on transmittals. There is no functional impact of this choice...
by Carl Mueller | Feb 18, 2023 | Product Tips & Tricks
One major benefit of DocBoss is its ability to customize document control work as your customers require. Another major benefit is its ability to reduce errors normally made by manual work where mistakes can easily be made. DocBoss strives to help you avoid errors. As...
by Carl Mueller | Feb 16, 2023 | Product Tips & Tricks
DocBoss now allows eSignatures to be applied to outgoing documents in 2 forms: 1. System applied (Hidden) This signature is applied to the document without a visible signature block. The intent is to register the current state of the document. If the document is...
by Carl Mueller | Feb 14, 2023 | Product Tips & Tricks
In your documentation work, you might use your own numbering system, you might use your sub supplier’s or you might use both. DocBoss enables you to deal with both situations as we’ll discuss below. Your Document Numbers It is standard practice to assign a...
by Carl Mueller | Feb 14, 2023 | Product Tips & Tricks
Library documents can only be connected to a project card from the Document Ref Assign screen. In order to connect library documents, the document code type (in the Project Document List) must be published. Set TYPE on Document Code To attach library documents to a...
