by Carl Mueller | Jan 22, 2025 | Product Tips & Tricks
In DocBoss we use a number of words and phrases that as a document controller, you’re probably already familiar with. We also use some terms that you might not immediately recognize. So we have prepared a number of resources for you to use to help you take...
by Alina Sonke | Jan 20, 2025 | Product Tips & Tricks
Would you like to change the outgoing file format for your customer submittals at the end of projects? This is used to format the file names on any Outgoing Submittals. To get here: Navigate to the Project Menu > Main and look in the Formats area. Click on...
by Carl Mueller | Jan 17, 2025 | Product Tips & Tricks
Although it changes over time, here are the top 5 articles that are viewed on the DocBoss support website. Enable Support Access to your Account Sign In, Navigation, and Getting Started (for New Users) Project Setup: Quick List of Steps How to Create Templates How to...
by Alina Sonke | Jan 15, 2025 | Product Tips & Tricks
Have you created a submittal and now need to void it, for any reason? Here’s how to do this quickly and easily in DocBoss. On the Outgoing Submittals screen, scroll to the bottom of the page to reach the Submittals grid. If the void action is available for a...
by Alina Sonke | Jan 13, 2025 | Product Tips & Tricks
If you’re unfamiliar with the concept of Cards in DocBoss there are many resources we have online to help you learn more about them. You can start by clicking here to learn about Cards and how they work. In this article we’ll discuss Card to Unit Changes...
by Carl Mueller | Jan 10, 2025 | Product Tips & Tricks
DocBoss keeps track of dates for specifics related to each project so it’s worth going over one particular aspect of dates that is very important: initial submission date. When creating a new Project, the initial submission dates (original scheduled dates) are...
