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...
by Carl Mueller | Jan 7, 2023 | Product Tips & Tricks
All DocBoss users are named users so what if you have an un-licensed employee whose name you would like included in a submittal? Is there a way to handle with within DocBoss? Yes, you can show an un-licensed employee’s name in your submittal history but a bit of...
by Carl Mueller | Jan 5, 2023 | Product Tips & Tricks
Customers periodically ask how they should set up their file structure for saving submittals on their server. The answer is you can do so and we have a suggestion as to how. While not technically required, it’s a good practice. Here’s the layout we suggest...
