by Carl Mueller | May 19, 2024 | Product Tips & Tricks
In the course of working with DocBoss customers, we often get feedback regarding functionality and how they use DocBoss to their advantage. Below are some of the comments we’ve received recently from active customers who describe what they like about DocBoss....
by Carl Mueller | May 17, 2024 | Product Tips & Tricks
If you’re looking to get your document control work under control or are simply looking for an alternative to what you’re doing currently, a great way to learn about DocBoss is to see what the interface looks like and how easy it is to set things up....
by Carl Mueller | May 15, 2024 | Product Tips & Tricks
Auto-Generated cards are created by selecting a Level for each Doc Code on the Code List (Requirements) grid. It allows users to leverage project data to automate the master document list (or index). When the Equipment List (supply component) of a project includes...
by Carl Mueller | May 13, 2024 | Product Tips & Tricks
Here’s an example of functionality that we added to DocBoss for all customers to utilize. Below we’ll describe the management of packages within DocBoss an in particular when you resubmit it to customers. Add a revision index to packages It is often useful...
by Carl Mueller | May 11, 2024 | Product Tips & Tricks
DocBoss enables users to expedite overdue cards from any project to any of the following groups (targets): Customers Suppliers 3rd Parties Outstanding actions Once you enable the project for expediting and define the distribution lists for each company, you navigate...
by Alina Sonke | May 9, 2024 | Product Tips & Tricks
A new parameter, FormatOnChange[cell], is available for document index (SDI report) templates. This parameter highlights changes in data since the previous SDI report submission. Setup This can be used for any variables that have the FormatOnChange[cell] parameter...
