by Carl Mueller | Apr 13, 2025 | Product Tips & Tricks
In DocBoss, a package is a way to manage documents like drawings and MTRs individually, but automatically package them into a single PDF (including bookmarks and hyperlinked table of contents) for submittal. This article discusses some options for working with...
by Carl Mueller | Apr 11, 2025 | Product Tips & Tricks
The Project Dashboard is a visual representation of the document status and location across multiple projects that you are currently running in DocBoss. Carrying on with the tiles available on the project dashboard, the project hub is a landing page designed to...
by Carl Mueller | Apr 9, 2025 | Product Tips & Tricks
The DocBoss library is a great feature to use to store frequently used documents that you can use again in the future without having to find them or start them again from scratch. Here are some recent updates we made to the Library to make it even more usable! Library...
by Carl Mueller | Apr 7, 2025 | Product Tips & Tricks
Here are 5 great DocBoss features to try that you may not currently be using: Learning Mode: This feature is designed to direct new users to the relevant articles in DocBoss documentation, depending on the screen they are on. This is a great feature for any new...
by Carl Mueller | Apr 3, 2025 | Product Tips & Tricks
Are you familiar with the Expediting feature in DocBoss? Expediting enables you to send reports to customers, sub-suppliers, and users, listing coming due/overdue documents. This helps keep projects on time and ensures no document(s) falls behind and holds the project...
by Alina Sonke | Apr 1, 2025 | Product Tips & Tricks
The Crop and Lock and Screen Ruler tools available with the Microsoft PowerToys collection can be used to more efficiently convert Word files to Excel templates. To use these tools effectively, first you must convert the received template from Word to Excel....
