by Carl Mueller | Jul 27, 2024 | Product Tips & Tricks
Did you know that you can use the Prices & Estimates module in DocBoss to quantify and even bill for documentation work that you provide for your EPC customers? The Prices & Estimates feature is designed to provide a detailed pricing estimate for the...
by Carl Mueller | Jul 25, 2024 | Product Tips & Tricks
If you have affiliate companies who take part in your projects, we have some options to help you define the work you do with them. Below, we’ll discuss some options to customize and set up your affiliates. Add time zone for affiliate Previously, the time zone...
by Carl Mueller | Jul 23, 2024 | Product Tips & Tricks
Here are some recent updates we made for all DocBoss customers to assist with adding markups. Below we’ll discuss two main points: Export Markup Data to CSV Download File with All Markups Export Markup Data to CSV Markup data, including both customer-added...
by Carl Mueller | Jul 21, 2024 | Product Tips & Tricks
If you work with different stages as part of your document control work, you’ll appreciate this benefit in DocBoss. DocBoss enables you to work with a variety of stages like Issued for Approval, Issued for Construction and Issued as Built for example. This video...
by Carl Mueller | Jul 19, 2024 | Product Tips & Tricks
What is a card in DocBoss? A card is essentially a placeholder for the actual documents. Like a file folder, if you will. It contains all of the history and revisions of a particular document, as well as the most current version of the document and its metadata. Click...
by Carl Mueller | Jul 17, 2024 | Product Tips & Tricks
Once an Action has been applied to a card, it remains in the Outstanding Actions Grid until the Action has been marked complete or REMOVED. You can view all Outstanding Actions (for all projects in your instance) OR you can view Outstanding Actions specific to a...
