by Alina Sonke | Jul 11, 2024 | Product Tips & Tricks
A Document Code in DocBoss is a specific customer code or project code used to create project document groups. The following are examples of common Doc Codes: Adding Doc Codes to your customers allows you to re-use them in any of their Projects and the easiest way to...
by Alina Sonke | Jul 9, 2024 | Product Tips & Tricks
For this article, we will focus on the topic of Affiliate companies that you might work with when using DocBoss and how to add them. Topics Overview Add affiliate companies Assign project to affiliate Affiliate user access Assign licenses per affiliate Update user...
by Carl Mueller | Jul 5, 2024 | Product Tips & Tricks
At DocBoss, we regularly make updates that are immediately available to all customers! You can view recent product updates on our main updates page for full release notes, screenshots and explanations of new benefits. DocBoss has updated the document viewer to include...
by Carl Mueller | Jul 3, 2024 | Product Tips & Tricks
DocBoss allows you to define a larger workflow for each document code. Maybe drawings must be issued as IFA, then IFC, then As-Built – BUT, what about calibration certificates? Surely those are only issued as IFR or IFI. DocBoss allows you to assign a default workflow...
by Carl Mueller | Jul 1, 2024 | Product Tips & Tricks
Do you use an engineering stamp on outgoing documents to your EPC customers at the end of projects? DocBoss now allows you to see the stamp while you are placing it on the document. This will include the variables (until it has actually been assigned) Once it has been...
by Alina Sonke | Jun 30, 2024 | Product Tips & Tricks
In addition to tracking customer status for each card, you can manage an internally focused approval process for supplier documents. You define a set of statuses, and when documents arrive from your suppliers, the documents will be routed to your team for a status....
