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...
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...
