by Carl Mueller | Oct 13, 2024 | Product Tips & Tricks
DocBoss helps you customize your outgoing submittals to EPC customers at the end of projects in whichever way your customer desires. Right down the font on the cover pages, in fact! Below, we’ll let discuss several aspects of customizing your outdoing...
by Carl Mueller | Oct 11, 2024 | Product Tips & Tricks
This is an updated article with more detail on the topic of how change stages on the stage list from the edit/assign screen. The assign slide-in show several pieces of information related to the stage list. The name of the stage list The option to edit the stage list...
by Carl Mueller | Oct 7, 2024 | Product Tips & Tricks
Here are some ways to use markups in DocBoss when necessary. Line/Arrow, and Sticky Note Additional markup tools are available – arrow/line tool (1A, 1B, 1C) and sticky note tool (2A, 2B, 2C). These are accessible by selecting the markup icon in the viewer....
by Carl Mueller | Oct 5, 2024 | Product Tips & Tricks
DocBoss has updated the document viewer to include updated navigation options, more flexibility, and extended markup options. See below for a detailed description of the new features. New Viewer functions Viewer navigation Scroll (vertical) via mouse scroll Zoom via...
by Carl Mueller | Oct 3, 2024 | Product Tips & Tricks
On each project the default values for bulk process are undefined until a submittal is made. On the first submittal to a target, the default value is assigned from the USER profile and is shown in the submittal pop up (checked or unchecked). Why? Some users are...
by Carl Mueller | Oct 1, 2024 | Product Tips & Tricks
On the Card to Unit Changes screen, there are three options which users may select from to move cards out of this stage. These options are listed to the bottom right of the grid (for bulk processing) and are also available under the Tools column (for individual...
