by Carl Mueller | Apr 28, 2023 | Product Tips & Tricks
Do you ever submit documentation to your EPC customer and then need to resubmit it at a later date with changes? It is often useful to identify which cards have changed when resubmitting a package or compilation to your customer. With a revision index page, DocBoss...
by Carl Mueller | Apr 26, 2023 | Product Tips & Tricks
During the course of managing cards you define routing and transmittal requirements. This is typically managed by DocBoss as you upload documents to the system because you have already assigned your specific workflow instruction. However, once you have processed a...
by Brad Bowyer | Apr 24, 2023 | Product Tips & Tricks
DocBoss enables you to customize virtually any aspect of your document control work to meet the specific requirements of your EPC customers. You can also customize the inputs as required to meet these requirements. You can add custom fields to your cards. Here’s...
by Brad Bowyer | Apr 22, 2023 | Product Tips & Tricks
What is a level in DocBoss? The Level is an attribute that DocBoss uses to group data from the Equipment List of a project. Before we discuss levels in DocBoss, let’s use a comparison to describe how they work. Imagine a collection of fruit. There are many ways...
by Carl Mueller | Apr 17, 2023 | Product Tips & Tricks
On occasion, you might generate a compilation but when you view the outgoing submittals area, cannot see evidence that it was actually generated. If you have generated your compilation but it is not showing up in the outgoing submittals area, please check the...
by Carl Mueller | Apr 16, 2023 | Product Tips & Tricks
This article explains the third step in the eSign process. Check at the bottom of the page to view steps 1 (Generate an eSignature Certificate) and step 2 (Set eSignature requirements per Doc Code). Select cards, and initiate submittal Select the documents you wish to...
