by Brad Bowyer | May 20, 2023 | Product Tips & Tricks
The expediting module is a very useful aspect of DocBoss. Expediting is done in a global sense, not from within each project however you can choose to expedite only one project. For a background on expediting within DocBoss, check out an article we wrote entitled Run...
by Carl Mueller | May 18, 2023 | Product Tips & Tricks
DocBoss routinely adds new functionality with our standard updates which when live, become automatically available for all DocBoss customers at no extra charge. You don’t have to pay more to access different benefits nor do you have to pay for updates. You...
by Carl Mueller | May 16, 2023 | Product Tips & Tricks
Do you have the need to adjust date format on a project by project basis depending on the customer? DocBoss enables you to adjust the way you format the date on a system wide basis or for each project too. Date formatting can be set in DocBoss under Admin for the...
by Carl Mueller | May 14, 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 Tunde Dorloti | May 12, 2023 | Product Tips & Tricks
DocBoss wasn’t really designed to build your source documents directly, but our compilation cover page templates certainly bring that thought forward. Note: – The file must be submitted as PDF. An excel version is optional. – Templates are...
by Carl Mueller | May 10, 2023 | Product Tips & Tricks
When you work with a Supplier Document Index (SDI), there are several things you should be aware of. If you want the ability to submit and manage an Index Report in DocBoss you must link the SDI Report to a Document Card. This will lead to the Re-generate function...
