by Carl Mueller | Jul 3, 2024 | Product Tips & Tricks
DocBoss allows you to define a larger workflow for each document code. Maybe drawings must be issued as IFA, then IFC, then As-Built – BUT, what about calibration certificates? Surely those are only issued as IFR or IFI. DocBoss allows you to assign a default workflow...
by Carl Mueller | Jul 1, 2024 | Product Tips & Tricks
Do you use an engineering stamp on outgoing documents to your EPC customers at the end of projects? DocBoss enables you to see the stamp while you are placing it on the document. This will include the variables (until it has actually been assigned) Once it has been...
by Alina Sonke | Jun 30, 2024 | Product Tips & Tricks
In addition to tracking customer status for each card, you can manage an internally focused approval process for supplier documents. You define a set of statuses, and when documents arrive from your suppliers, the documents will be routed to your team for a status....
by Carl Mueller | Jun 29, 2024 | Product Tips & Tricks
We recently had a request from a customer regarding how DocBoss reporting features work. Reporting features are very important in document control but many basic apps used for the function such as Excel don’t offer any. Even some doc control apps are light when...
by Carl Mueller | Jun 27, 2024 | Product Tips & Tricks
Adding contacts to your customers allows you to select the contact in your project set up giving you the ability to know the project contacts at a quick glance. It also allows you to use that contact as a variable on any output documents (Cover Pages,...
by Carl Mueller | Jun 25, 2024 | Product Tips & Tricks
This is an updated article from several years ago that discusses the unpack feature in DocBoss. This is useful when you are handling and managing documentation packages sent to your EPC customers. (Click here to learn more about auto creating packages in DocBoss for...
