by Carl Mueller | Mar 15, 2023 | Product Tips & Tricks
If you tag your products, DocBoss is the ideal document control application for you. Tagged products are a DocBoss specialty regardless of how you handle them. DocBoss maintains 2 levels of equipment: Major Tags Tagged Equipment. The decision to use a major tag can be...
by Carl Mueller | Mar 13, 2023 | Product Tips & Tricks
When DocBoss auto-generates cards (based on your selected LEVEL), it creates ALL possible cards. In some cases, not all cards are applicable for the doc code in question. Assume a customer has requested pressure tests from a seller of instrumentation, AND assume the...
by Carl Mueller | Mar 9, 2023 | Product Tips & Tricks
Assume you have a drawing for each tag, but your customer requires that you submit only ONE PACKAGE containing all drawings (sorted by tag numbers). DocBoss makes this process easier by helping you manage each individual drawing (upload them into separate separate...
by Carl Mueller | Mar 7, 2023 | Product Tips & Tricks
Is it possible to turn the document control function into a profit center and recoup some/all of the time and effort you spend on documentation for your customers? Yes. The Price and Estimates module in DocBoss enables you to do just that. Prices & Estimates is...
by Carl Mueller | Mar 5, 2023 | Product Tips & Tricks
If your document control work involves tagged equipment you’ll appreciate how DocBoss handles this work and makes it easy to deal with. While DocBoss supported 3 type of units (Major Tags, Tagged Equipment and Steel), users may now add additional unit/data types...
