by Carl Mueller | Nov 4, 2024 | Product Tips & Tricks
Let’s talk about how to set up a project within DocBoss. This is the main Setup of your project. You have two options and the selection will vary the fields that are available. Option 1 – Order Option 2 – Quote Profile This section is for your...
by Carl Mueller | Nov 2, 2024 | Product Tips & Tricks
Do you have difficulty getting your EPC customers to return documents in a timely fashion? DocBoss can help in several ways, beginning with the Expediting function. Expediting in DocBoss is done in a global sense, not from within each project. You can of course choose...
by Carl Mueller | Oct 31, 2024 | Product Tips & Tricks
Are you looking to get a better handle on document control and save time in the process? There a number of things you can do to achieve this. Here are some ways to reduce turnaround time for document control: Improve tracking: Identify bottlenecks in your current...
by Carl Mueller | Oct 29, 2024 | Product Tips & Tricks
With DocBoss, you can access a multi project card report across multiple projects you are currently running. To query card data across multiple projects, you will want to access the multi-project card report. It is always available by clicking the logo in the top...
by Carl Mueller | Oct 27, 2024 | Product Tips & Tricks
One of the great things about DocBoss is your ability to produce customized engineering documentation for your EPC customers at the end of projects. But you can also customize the way you use DocBoss in terms of your individual users and what access they have. This...
