by Carl Mueller | Mar 13, 2024 | Product Tips & Tricks
If you would like to add a logo to your outgoing transmittals to your EPC customers, DocBoss can do this with ease. DocBoss offers a Default Transmittal Template for all companies. Did you also know that you add your company logo to the generated output? To Get...
by Carl Mueller | Mar 11, 2024 | Product Tips & Tricks
DocBoss has specific features and benefits related to delivering final submittals to your EPC customers at the end of projects. Let’s discuss both incoming and outgoing submittals and some of the things you can do in each instance. Submittal Management –...
by Carl Mueller | Mar 9, 2024 | Product Tips & Tricks
A document card in DocBoss represents a specific document that is part of a project. A card is essentially a placeholder for the actual document and contains essential information about the document, such as its title, document number, revision status, due date, and...
by Carl Mueller | Mar 7, 2024 | Product Tips & Tricks
With manual document control processes managed through Excel or another non-doc control specific app, project controls and tracking are often lacking, if they exist at all. DocBoss took this into account with the addition of the Project Hub. The Project Hub is a...
by Carl Mueller | Mar 5, 2024 | Product Tips & Tricks
The User Profile allows you to set specific values only for your user account, such as signature, landing page options, email notification and warnings messages. To get here User Info This tab contains basic information like your name, email and address. All users...
by Carl Mueller | Mar 3, 2024 | Product Tips & Tricks
This article will focus on matching the tag numbers in the bulk process inside DocBoss. DocBoss maintains 2 levels of equipment: Major Tags. Tagged Equipment. The decision to use major tag can be determined by the tagging hierarchy you are managing. If the file...
