by Carl Mueller | Mar 13, 2025 | Product Tips & Tricks
In DocBoss, you can add custom equipment fields as required including combination fields and additional unit types as the need arises on a project by project basis. We’ve written about this topic in articles such as How To Add Custom Equipment Fields To A...
by Alina Sonke | Mar 9, 2025 | Product Tips & Tricks
The Project Profile is a section of the Project Set Up > Main screen. This section is for your customer (the company to whom you are submitting the documentation), all applicable transaction numbers, the End User (if applicable) and the order date and approved...
by Alina Sonke | Mar 7, 2025 | Product Tips & Tricks
The Project Main screen is where many of the project options are configured. This article explains the various options available on this page. The first time a project is started, this screen defaults to the Quick Start form. Selecting Show All Settings Instead will...
by Carl Mueller | Mar 5, 2025 | Product Tips & Tricks
If as a document controller, you spend time and effort keeping track of documents that go back and forth with your EPC customers, DocBoss can help. This is especially true if you spend time figuring out what actions are needed and have to chase project members to...
by Carl Mueller | Mar 3, 2025 | Product Tips & Tricks
DocBoss automates a number of tasks that document controllers typically do manually, to save you time and effort. Plus, it can help to reduce manual errors and rework, saving you further time and effort. But what about a case where you need to make manual changes to...
by Carl Mueller | Mar 1, 2025 | Product Tips & Tricks
This article discusses the idea of assigning individual pages within DocBoss. DocBoss allows the user to select individual pages from a multi-page pdf, and assign them to separate cards. We’ve written an article about it called Individual Page Assign With...
