by Carl Mueller | Mar 9, 2024 | Product Tips & Tricks
A document card in DocBoss represents a specific document that is part of a project. A card is essentially a placeholder for the actual document and contains essential information about the document, such as its title, document number, revision status, due date, and...
by Carl Mueller | Mar 7, 2024 | Product Tips & Tricks
With manual document control processes managed through Excel or another non-doc control specific app, project controls and tracking are often lacking, if they exist at all. DocBoss took this into account with the addition of the Project Hub. The Project Hub is a...
by Carl Mueller | Mar 5, 2024 | Product Tips & Tricks
The User Profile allows you to set specific values only for your user account, such as signature, landing page options, email notification and warnings messages. To get here: Profile User Info This tab contains basic information like your name, phone number, and...
by Carl Mueller | Mar 3, 2024 | Product Tips & Tricks
This article will focus on matching the tag numbers in the bulk process inside DocBoss. DocBoss maintains 2 levels of equipment: Major Tags. Tagged Equipment. The decision to use major tag can be determined by the tagging hierarchy you are managing. If the file...
by Carl Mueller | Mar 1, 2024 | Product Tips & Tricks
Project setup when a customer sends a detailed document list with numbers, instead of a list of doc codes There is a temptation to upload the customer document list to the DocBoss CODE LIST, putting doc numbers as doc codes. This generally causes confusion in DocBoss...
by Carl Mueller | Feb 28, 2024 | Product Tips & Tricks
Setting up levels is one of the most important functions in DocBoss. Please review this article to learn more about how they can help you to build the Card List and link units to cards. As you are aware, DocBoss has a set of DEFAULT levels. But – in many cases,...
