by Carl Mueller | Sep 23, 2024 | Product Tips & Tricks
One of the great time-saving features of DocBoss is the ability to create custom submittals whichever way your EPC customer desires. In this article we’ll discuss settings and other customizable aspects of DocBoss. Compilation and Package Presets Users may...
by Carl Mueller | Sep 21, 2024 | Product Tips & Tricks
Templates are a great tool in DocBoss to create and save documents that you can then use again in the future for other projects to save time during the setup phase. A Project Field Template allows you to define some default settings for your project. Create a New...
by Carl Mueller | Sep 19, 2024 | Product Tips & Tricks
As projects increase in size and scope, more people get involved and more documents are passed back and forth for approval. Document changes occur that lead to more back and forth and another set of approvals must occur. Here are several articles that explain various...
by Carl Mueller | Sep 17, 2024 | Product Tips & Tricks
We’ve spoken about this topic in the past but here is some updated information on how to Add Custom Equipment Fields to a project. You may now add an unlimited number of global and project specific equipment fields. Global Equipment Fields When you set up global...
by Carl Mueller | Sep 15, 2024 | Product Tips & Tricks
In some projects, the table of contents template requested is project specific. For these situations, instead of using the default system format, the table of contents can be built in Excel using Section Title Page variables. Selecting a Section Title Page...
