by Carl Mueller | Sep 21, 2024 | Product Tips & Tricks
Templates are a great tool in DocBoss to create and save documents that you can then use again in the future for other projects to save time during the setup phase. A Project Field Template allows you to define some default settings for your project. Create a New...
by Carl Mueller | Sep 19, 2024 | Product Tips & Tricks
As projects increase in size and scope, more people get involved and more documents are passed back and forth for approval. Document changes occur that lead to more back and forth and another set of approvals must occur. Here are several articles that explain various...
by Carl Mueller | Sep 17, 2024 | Product Tips & Tricks
We’ve spoken about this topic in the past but here is some updated information on how to Add Custom Equipment Fields to a project. You may now add an unlimited number of global and project specific equipment fields. Global Equipment Fields When you set up global...
by Carl Mueller | Sep 15, 2024 | Product Tips & Tricks
In some projects, the table of contents template requested is project specific. For these situations, instead of using the default system format, the table of contents can be built in Excel using Section Title Page variables. Selecting a Section Title Page...
by Carl Mueller | Sep 13, 2024 | Product Tips & Tricks
This is an updated post regarding how to create manual cards in DocBoss. First off, what is a card? In DocBoss, cards are essentially placeholders for the actual documents. Like a file folder, if you will. A card contains all of the history and revisions of a...
by Carl Mueller | Sep 11, 2024 | Product Tips & Tricks
We’ve spoken in the past regarding the DocBoss library feature and how it can be used to store documents that you can use in the future to access to save time and effort. Popular articles we’ve written on our templates features include: Template Updates To...
