by Carl Mueller | May 13, 2024 | Product Tips & Tricks
Here’s an example of functionality that we added to DocBoss for all customers to utilize. Below we’ll describe the management of packages within DocBoss an in particular when you resubmit it to customers. Add a revision index to packages It is often useful...
by Carl Mueller | May 11, 2024 | Product Tips & Tricks
DocBoss enables users to expedite overdue cards from any project to any of the following groups (targets): Customers Suppliers 3rd Parties Outstanding actions Once you enable the project for expediting and define the distribution lists for each company, you navigate...
by Alina Sonke | May 9, 2024 | Product Tips & Tricks
A new parameter, FormatOnChange[cell], is available for document index (SDI report) templates. This parameter highlights changes in data since the previous SDI report submission. Setup This can be used for any variables that have the FormatOnChange[cell] parameter...
by Carl Mueller | May 7, 2024 | Product Tips & Tricks
Expediting is a function within DocBoss that is handled on a global basis but you can also activate it on a project basis, too. Where to find it? These settings are inside each project in the Setup > Expediting Settings area. Target and Recipients Users must enable...
by Carl Mueller | May 1, 2024 | Product Tips & Tricks
DocBoss was designed by people who know your business. DocBoss is a web-based project vendor document control system that was designed to be just that: A document control application. If you submit external project docs to your EPC customers at the end of project and...
by Carl Mueller | Apr 29, 2024 | Product Tips & Tricks
DocBoss has a number of great workflow benefits and features that you can take advantage of. One such benefit is Parallel Routing: Select multiple users per role. Users may now assign routing to multiple people for each role. All users must complete the review for it...
