by Carl Mueller | Nov 20, 2023 | 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 | Nov 18, 2023 | Product Tips & Tricks
DocBoss relies on a user setting to determine whether to use commas or semicolons when downloading data. If your download appears as a single column of run-together text, it is likely that your computer/Excel is expecting a different separator value. You can change...
by Carl Mueller | Nov 16, 2023 | Product Tips & Tricks
DocBoss has numerous benefits to document controllers and one of them is the Templates feature. With templates, you can save a commonly used document so that you can reuse it as needed moving forward and not have to create it from scratch each time. Plus, you can...
by Carl Mueller | Nov 14, 2023 | Product Tips & Tricks
DocBoss maintains 2 levels of equipment – Major Tags, and Tagged Equipment. The decision to use major tag can be determined by the tagging hierarchy you are managing. If you have 2 levels of tagging (or more), you should be using both Tagged equipment and Major...
by Carl Mueller | Nov 12, 2023 | Product Tips & Tricks
This is an updated articled on how to enable expediting for a project inside DocBoss which was first posted back in 2021. From inside a project, navigate to the Project Menu > Setup > Expedite Settings [If you don’t see the Expedite Settings menu item, it...
by Alina Sonke | Nov 10, 2023 | Product Tips & Tricks
This article discusses how to select cover page templates and settings on a project basis. On Project Main > Cover Pages and Stamps, you can choose which template you want to use for your project, for both Customer and Sub-Supplier submittals. You can also choose...
