by Carl Mueller | Sep 27, 2024 | Product Tips & Tricks
Users may now add an unlimited number of custom fields to the main area of projects. Create new date, text, or list fields. There is also an option to define whether fields are mandatory. Users may apply them to any or all project templates. Other Data Fields are...
by Carl Mueller | Sep 25, 2024 | Product Tips & Tricks
You can customize the headers and footers of your documents as your EPC customer requires with DocBoss. To add and edit headers and footers to your documents, navigate to the Main Setup page of your project where available fields are shown in the Formats group >...
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...
