by Alina Sonke | Sep 9, 2024 | Product Tips & Tricks
The DocBoss library feature is a great way to save time and effort by storing documents that you might need to use again in future projects. In this article we’ll focus on the subject of material test reports. For companies with large collections of material...
by Alina Sonke | Sep 7, 2024 | Product Tips & Tricks
Often, a customer may place an order which is very similar to an order from the past. In these circumstances, you may find it saves time to copy an existing project to jump start the setup process. Open the project you wish to copy. From the Project Menu, click Set...
by Carl Mueller | Sep 5, 2024 | Product Tips & Tricks
Looking for Internal Reporting? Check out the Metrics Report in DocBoss! Here’s how to access it: Settings >Reports > Project Metrics Set the Parameters Use any of the available filters to display the specific results you are looking for. Choose the...
by Carl Mueller | Sep 3, 2024 | Product Tips & Tricks
If you want to use the DocBoss generated version of the Compilation and/or the TOC for your submission, you must attach it to the applicable Doc Code in the Requirements grid. Navigate to the Code List Step 1: Set applicable Doc Code(s) to TYPE = Compilation Step 2:...
by Carl Mueller | Sep 1, 2024 | Product Tips & Tricks
One of the great benefits of DocBoss is the template feature which enables you to save commonly used documents to reuse on future projects. Here’s how. Steps for creating a template Must be in excel format Any cells where the output data is to be defined by...
by Carl Mueller | Aug 31, 2024 | Product Tips & Tricks
You can view documents in DocBoss without having to download them first. Enabling the viewer is super easy, the viewer “Switch” is a toggle that allows you to turn it on or off. Incoming Docs File Staging Area Once it is enabled it will show you two options,...
