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....
by Carl Mueller | May 17, 2024 | Product Tips & Tricks
If you’re looking to get your document control work under control or are simply looking for an alternative to what you’re doing currently, a great way to learn about DocBoss is to see what the interface looks like and how easy it is to set things up....
by Carl Mueller | May 15, 2024 | Product Tips & Tricks
Auto-Generated cards are created by selecting a Level for each Doc Code on the Code List (Requirements) grid. It allows users to leverage project data to automate the master document list (or index). When the Equipment List (supply component) of a project includes...