by Carl Mueller | Dec 3, 2023 | Product Tips & Tricks
There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result. On the project template, you select the source columns (and add text if you wish)...
by Carl Mueller | Dec 1, 2023 | Product Tips & Tricks
Several days ago, we wrote about the various definitions of a project during the set up process. In this article we’ll refer to a short video that you can access below that show you how to set up a project in DocBoss while showing you all the things you can...
by Carl Mueller | Nov 30, 2023 | Product Tips & Tricks
This is the main Setup of your project. You have two options and the selection will vary the fields that are available. Option 1 – Order Option 2- Quote Profile This section is for your customer (the company to whom you are submitting the documentation), all...
by Alina Sonke | Nov 26, 2023 | Product Tips & Tricks
If it is undesirable to have hyphenated values split between two lines on a template, a non-breaking hyphen can be used to prevent this (for example, to keep hyphenated tag numbers on a single line on a cover page). This can be accomplished manually by using the...
by Carl Mueller | Nov 24, 2023 | Product Tips & Tricks
Workflow functionality is an important benefit that all DocBoss users can take advantage of, depending on the work that you do for your EPC customers. DocBoss allows you to define a larger workflow for each document code. Maybe drawings must be issued as IFA, then...
by Carl Mueller | Nov 22, 2023 | Product Tips & Tricks
At the end of projects, are you required to submit full project documentation to your EPC customers? Perhaps these submittal packages are highly customized for each customer too, often in the form of a template that they send you that you must adhere to. This can lead...
