by Brad Bowyer | Oct 1, 2022 | Product Tips & Tricks
When you create a custom compilation (databook) for your EPC customer, you might need to customize it down to each section. For example, there are some databook layouts which require sub-packages to be created for each databook section. This is now offered in DocBoss....
by Carl Mueller | Sep 30, 2022 | Product Tips & Tricks
Would you like the ability for your customers to upload documentation directly to DocBoss? The customer portal provides a secure location for your customers to upload documents directly into your DocBoss projects. The customer can also download received...
by Carl Mueller | Sep 28, 2022 | Product Tips & Tricks
In DocBoss, we refer to a card as a storage container for every version of a document. It also stores the key meta data (current status/version/etc), and maintains the links to both the document code and to the list of equipment from which additional meta data is...
by Brad Bowyer | Sep 26, 2022 | Product Tips & Tricks
Can you update a previous submittal date after it has been submitted through DocBoss? Yes, you can. Users can update previously submitted documents submittal dates as required. Updating it on the outgoing submittal will then update the date in the card history and all...
by Brad Bowyer | Sep 24, 2022 | Product Tips & Tricks
Do you routinely work with very large data files of many MB or GB and have difficulty doing so? DocBoss can help. To assist with the management of huge files (400MB to 2GB) and specialty PDF files which themselves contain embedded files, users may choose to skip all...
by Brad Bowyer | Sep 22, 2022 | Product Tips & Tricks
Below we’ll discuss how to create API access credentials with DocBoss. Navigate to the security settings screen via the Settings menu. Your user account must have the security permission to access the security settings. If you do not see this option, contact...
