by Carl Mueller | May 29, 2024 | Product Tips & Tricks
In DocBoss now it is possible to set a default “Packages Layout” that can be used in all projects. To set the default layout for packages navigate to Settings > Customization > Package Layout Quick General Settings Compilation Info: Select if cover pages...
by Carl Mueller | May 27, 2024 | Product Tips & Tricks
For material certs or instruction manuals etc, you can automate the attachment of library documents to document cards. Click the attach icon on the requirement page for any given doc code. Single Match: This is the default auto-assign option. In this case DocBoss will...
by Carl Mueller | May 25, 2024 | Product Tips & Tricks
Navigate to the Main page of your project. In the Output Settings section under Cover Pages, you can choose which template you want to use for your project, for both Customer and Sub-Supplier submittals. You can also choose here how you want to create Excel cover...
by Carl Mueller | May 23, 2024 | Product Tips & Tricks
Here’s a great feature that DocBoss users can take advantage of if and when the need arises: The Auto-Reclaim feature offers several advantages as we’ll see below. The Auto-Reclaim feature allows users to complete the status of a document without uploading...
by Carl Mueller | May 21, 2024 | Product Tips & Tricks
One of the great aspects of DocBoss is its ability to customize your EPC documentation whichever you like. Another related advantage? Project metrics, so you can follow each project and know specifics about them at any given time. Here are the specifics so you can...
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....
