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Filtering the Card List and Multi-Project Card Report (DocBoss)

by Carl Mueller | Jan 28, 2023 | Product Tips & Tricks

DocBoss has many reporting features you can take advantage of and customize as you need. You can use these tools to better monitor and account for your document control work. Case in point: filtering the card list and multi-project card report. Filtering on the card...

Can I Update Previously Submitted Document Submittal Dates? (DocBoss)

by Carl Mueller | Jan 26, 2023 | Product Tips & Tricks

Yes, DocBoss users can update previously submitted documents submittal dates. Updating it on the outgoing submittal will then update the date in the card history and all templates (SDI and in document cover pages added during submittal and also in compilation cover...

Bulk Export Most Recent File from Cards With DocBoss

by Brad Bowyer | Jan 24, 2023 | Product Tips & Tricks

Users can extract the most recent file from multiple cards via the Bulk Doc Download button on the card list. Navigate to the card list for any project, select the card you want to include in the export and click the Bulk Doc Download button. A zip file will be...

Add Equipment To DocBoss (Single and Multiple Instances)

by Brad Bowyer | Jan 20, 2023 | Product Tips & Tricks

Here are the steps involved in adding equipment to DocBoss during a project whether a single case or multiple instances. Navigate to the Equipment List Equipment (with related tags) must be entered into DocBoss to enable card creation.  Navigate to Equipment List...

Recreate External Submittal History (DocBoss)

by Brad Bowyer | Jan 17, 2023 | Product Tips & Tricks

There are times when a project has been started outside of DocBoss, and you want all submittal history to be brought into the system. Maybe you just enrolled with DocBoss and have a large project just underway. It is possible to recreate your submittal history by...

Compilations Per Major Tag (Manual Level)

by Brad Bowyer | Jan 15, 2023 | Product Tips & Tricks

The compilations system is built around auto-generated cards (using levels to connect all the data).  If a compilation has to be generated by Major Tag and the cards included in it have been created using both levels of equipment (Major Tags and Tagged Equipment...
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Recent Posts

  • Filtering the Card List and Multi-Project Card Report (DocBoss)
  • Can I Update Previously Submitted Document Submittal Dates? (DocBoss)
  • Bulk Export Most Recent File from Cards With DocBoss

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Focused largely on tagged equipment, DocBoss minimizes the manual work required to deliver project documentation.