by Carl Mueller | Feb 27, 2025 | Product Tips & Tricks
In DocBoss, a Level is The value that DocBoss uses to create cards from doc codes. For example, if the customer requires one drawing per tag, use “tag” as the level for the drawing doc code. We’ve already discussed the topic of What Is A Level n...
by Carl Mueller | Feb 25, 2025 | Product Tips & Tricks
With DocBoss, you can add markups and comments to documents in the DocBoss viewer. DocBoss supports viewing and adding document markup. The assign screen, the assign pop up, and the outstanding actions interface all support annotations. You can add markups to files...
by Carl Mueller | Feb 23, 2025 | Product Tips & Tricks
Expediting in DocBoss refers to sending reports to customers, sub-suppliers, and users that lists coming due/overdue documents so you can be aware of milestones that are about to hit. This way, you keep projects on track and each team member is held accountable for...
by Carl Mueller | Feb 21, 2025 | Product Tips & Tricks
Do you work with Material Test Reports (MTR, aka Mill Test Reports? In the oil and gas industry, these quality assurance document certify the material used in a product, such as pipes, valves, or other components, conforms to specific industry standards and...
by Alina Sonke | Feb 18, 2025 | Product Tips & Tricks
The Security Permission is the highest user permission in DocBoss. It is generally allocated only to one or two users. The Security Permission allows users to access and edit the Security Settings screen. Admin users who have this permission can grant it to other...
by Alina Sonke | Feb 16, 2025 | Product Tips & Tricks
Here are the Security Settings in DocBoss that you can set depending on your situation and needs i.e. setting up Multi Factor Authentication, API Authentication and eSignatures. The Security Settings screen is only available to users who have the Security Permission....
