by Kirstie Reid | Aug 19, 2022 | Product Tips & Tricks
In DocBoss, a card is linked to every piece of equipment at the order level. As we’ll see below you can lock a card for a specific reason if the need arises. Below is how and why you might do this. What is a Card? Cards are essentially placeholders for the...
by Kirstie Reid | Jun 3, 2022 | Product Tips & Tricks
DocBoss has created a report to easily track and view document controllers KPI’s. In the report you will find information which you can filter by date, User, Project ID, Sales Order/Quote number, Project, incoming Assignments (from Customer, Sub-Supplier, and...
by Kirstie Reid | Mar 30, 2022 | Product Tips & Tricks
Users may now add an unlimited number of custom fields to the main area of projects. Create new date or text fields, to be followed shortly by drop down lists, and an option to define whether fields are mandatory. Users may apply them to any or all project templates....
by Kirstie Reid | Mar 15, 2022 | Document Control
Back in the days of hard copies and CDs, sizes of data books weren’t much of a delivery hold up point. But more and more companies are moving away from hard copies and CDs and are beginning to accept only electronic copies of data books. In most cases, this is a good...
by Kirstie Reid | Feb 28, 2022 | Product Tips & Tricks
We know the typical information we all need for our EPC projects: Document numbers RevisionsDocument codesTag numbers,etc… But what about information that isn’t standard on all projects like Class for example? As class is typically related to actual equipment, in this...
