by Alina Sonke | Jan 15, 2025 | Product Tips & Tricks
Have you created a submittal and now need to void it, for any reason? Here’s how to do this quickly and easily in DocBoss. On the Outgoing Submittals screen, scroll to the bottom of the page to reach the Submittals grid. If the void action is available for a...
by Alina Sonke | Jan 13, 2025 | Product Tips & Tricks
If you’re unfamiliar with the concept of Cards in DocBoss there are many resources we have online to help you learn more about them. You can start by clicking here to learn about Cards and how they work. In this article we’ll discuss Card to Unit Changes...
by Carl Mueller | Jan 10, 2025 | Product Tips & Tricks
DocBoss keeps track of dates for specifics related to each project so it’s worth going over one particular aspect of dates that is very important: initial submission date. When creating a new Project, the initial submission dates (original scheduled dates) are...
by Carl Mueller | Jan 7, 2025 | Product Tips & Tricks
We have produced a number of short videos to help you learn about and take advantage of all the great DocBoss features and functions. Click here to visit the updated videos page to check out each of these videos in full. Here are some example topics that are covered...
by Alina Sonke | Jan 5, 2025 | Product Tips & Tricks
The project menu serves as navigation inside individual projects. To access this menu, you’ll first have to navigate to a project. Ways to open existing projects in DocBoss: Search for the project in the search bar on the top right of any screen, then click on...
by Carl Mueller | Jan 4, 2025 | Product Tips & Tricks
Did you know that DocBoss has a module that helps you account for the cost of providing documentation to your customers? If you have never thought of billing your EPC customers for the documents you provide, this feature can help quantify the time and effort you...
