by Carl Mueller | Sep 17, 2024 | Product Tips & Tricks
We’ve spoken about this topic in the past but here is some updated information on how to Add Custom Equipment Fields to a project. You may now add an unlimited number of global and project specific equipment fields. Global Equipment Fields When you set up global...
by Carl Mueller | Sep 15, 2024 | Product Tips & Tricks
In some projects, the table of contents template requested is project specific. For these situations, instead of using the default system format, the table of contents can be built in Excel using Section Title Page variables. Selecting a Section Title Page...
by Carl Mueller | Sep 13, 2024 | Product Tips & Tricks
This is an updated post regarding how to create manual cards in DocBoss. First off, what is a card? In DocBoss, cards are essentially placeholders for the actual documents. Like a file folder, if you will. A card contains all of the history and revisions of a...
by Carl Mueller | Sep 11, 2024 | Product Tips & Tricks
We’ve spoken in the past regarding the DocBoss library feature and how it can be used to store documents that you can use in the future to access to save time and effort. Popular articles we’ve written on our templates features include: Template Updates To...
by Alina Sonke | Sep 9, 2024 | Product Tips & Tricks
The DocBoss library feature is a great way to save time and effort by storing documents that you might need to use again in future projects. In this article we’ll focus on the subject of material test reports. For companies with large collections of material...
by Alina Sonke | Sep 7, 2024 | Product Tips & Tricks
Often, a customer may place an order which is very similar to an order from the past. In these circumstances, you may find it saves time to copy an existing project to jump start the setup process. Open the project you wish to copy. From the Project Menu, click Set...
