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Can Your Vendors Upload Docs Into Your Document Control System?

by Carl Mueller | May 10, 2022 | Document Control

DocBoss has a portal that enables your vendors to upload documents directly. Specifically, the sub-supplier portal provide a secure location for your vendors to upload (and download) documents directly into your DocBoss projects. Add accounts for the sub-supplier...

Submitting Excel Formatted Documentation To Your Customers

by Brad Bowyer | May 5, 2022 | Document Control

Typically, when submitting documents, we include a cover page. For PDF files this is easy, DocBoss will add the cover sheet directly to the document. But what do you do when you’re submitting an Excel document? It’s interesting to see the different preferences on how...

How Do You Access Single Project Reporting With DocBoss?

by Carl Mueller | May 3, 2022 | Document Control

The Card List is the key filtering and reporting tool for individual projects in DocBoss. There are a variety of fields available for filtering. Take note of the Keyword text box located at the top right, it allows you to search a value across multiple fields or use...

How Can You Request Cards from Suppliers With DocBoss?

by Carl Mueller | Apr 28, 2022 | Document Control

DocBoss allows you to generate an expediting report. This report can be provided to your sub-supplier to aid in document delivery. It will show all the outstanding documents for your project. You also have the option to split the report by manufacturer. It is...

Add An SDI Report To Your Project With DocBoss

by Carl Mueller | Apr 25, 2022 | Document Control

An SDI Report is a listing that details the full scope of documentation for a specific project. It could also be referred to as a Document Register, or Document Index. Some customers have this as part of their documentation requirements. They may even issue a specific...

How To Create a New Email Template With DocBoss

by Carl Mueller | Apr 22, 2022 | Document Control

To save some time, you can create email templates within DocBoss that can be used repeatedly as the need arises for your customers. Here’s how to set them up… To Get Here:  Settings>Template Mgmt: Output Templates > Scroll down to Email...
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    • Do You Need Sub-Packages For Each Databook Section?
    • Submitting Excel Formatted Documentation To Your Customers
    • How Do You Access Single Project Reporting With DocBoss?
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