by Carl Mueller | Mar 19, 2025 | Product Tips & Tricks
You can digitally sign documents before submittal to your EPC customer with the DocBoss eSignature function. DocBoss offers 2 eSignature options for outgoing documents: System Applied (Hidden) and User Applied (Visible). We’ve written at length about how to...
by Carl Mueller | Mar 17, 2025 | Product Tips & Tricks
Did you know that you can give your vendors and customers access to download and make submittals directly using DocBoss? You can do this through the simplified DocBoss portal. The video below shows you how to log into the supplier portal (for sub-suppliers) and upload...
by Carl Mueller | Mar 15, 2025 | Product Tips & Tricks
DocBoss users are expert suppliers of process equipment. We make them experts at the vendor documentation part too. Here are the benefits document controllers get with DocBoss. Reduce Clerical Time Do you find yourself drowning in paperwork and clerical tasks when...
by Carl Mueller | Mar 13, 2025 | Product Tips & Tricks
In DocBoss, you can add custom equipment fields as required including combination fields and additional unit types as the need arises on a project by project basis. We’ve written about this topic in articles such as How To Add Custom Equipment Fields To A...
by Alina Sonke | Mar 9, 2025 | Product Tips & Tricks
The Project Profile is a section of the Project Set Up > Main screen. This section is for your customer (the company to whom you are submitting the documentation), all applicable transaction numbers, the End User (if applicable) and the order date and approved...
by Alina Sonke | Mar 7, 2025 | Product Tips & Tricks
The Project Main screen is where many of the project options are configured. This article explains the various options available on this page. The first time a project is started, this screen defaults to the Quick Start form. Selecting Show All Settings Instead will...
