by Carl Mueller | May 7, 2024 | Product Tips & Tricks
Expediting is a function within DocBoss that is handled on a global basis but you can also activate it on a project basis, too. These settings are inside each project in the Setup > Expediting Settings area. Target and Recipients Users must enable the targets they...
by Carl Mueller | May 1, 2024 | Product Tips & Tricks
DocBoss was designed by people who know your business. DocBoss is a web-based project vendor document control system that was designed to be just that: A document control application. If you submit external project docs to your EPC customers at the end of project and...
by Carl Mueller | Apr 29, 2024 | Product Tips & Tricks
DocBoss has a number of great workflow benefits and features that you can take advantage of. One such benefit is Parallel Routing: Select multiple users per role. Users may now assign routing to multiple people for each role. All users must complete the review for it...
by Carl Mueller | Apr 27, 2024 | Product Tips & Tricks
You can easily set up a new customer inside DocBoss whenever the need arises. Once the new company Profile is set up, you will want to add an address. When you add a new project it is mandatory to select an address. From Companies List, click the specific Company Name...
by Carl Mueller | Apr 25, 2024 | Product Tips & Tricks
DocBoss users have the ability within a project to import distribution lists from the project’s submittals distribution lists for use with the Expediting module. Inside the project, navigate to Set Up > Expedite Settings. Under the Tools column, select...
by Carl Mueller | Apr 21, 2024 | Product Tips & Tricks
When you are putting your final submittal together for EPC customers, you can choose to customize the documents as your customer requires, right down to the font on the cover pages. One thing you can also do is choose to include any comments that were made, in the...
