by Carl Mueller | May 28, 2023 | Uncategorized
There are several factors that can contribute to inefficiencies and waste in the process of document control. Some common time wasters include: Lack of clear policies and procedures: If an organization does not have clear policies and procedures in place for document...
by Carl Mueller | Apr 30, 2023 | Uncategorized
How difficult is it to manage documents between your team members working on a project? It’s as important as issuing documents to your customers, isn’t it? The back and forth with regards to rejected documents can cause project frustrations and delays if...
by Carl Mueller | Mar 16, 2023 | Uncategorized
DocBoss has instance default settings for every project you run within DocBoss but did you know that you change them as you need for each project and customer? These settings allow you to customize DocBoss to suit your company needs. The default settings will...
by Brad Bowyer | Dec 22, 2022 | Uncategorized
Every submittal in DocBoss starts a Send/Receive pair which can be found in the Card History. Each pair contains a history entry that if (Y) is enabled it will be included in the SDI Reports. The system will set the send/return automatically but it can be changed...
by Carl Mueller | Dec 16, 2022 | Uncategorized
In DocBoss, it is now possible to set a default “Packages Layout” that can be used in all projects. To set the default layout for packages navigate to Settings > Customization > Package Layout Quick General Settings Compilation Info: Select if cover pages are...
by Brad Bowyer | Dec 5, 2022 | Uncategorized
A Document Code in DocBoss is a specific customer code or project code used to create project document groups. The following are examples of common Doc Codes: Adding Doc Codes to your customers allows you to re-use them in any of their Projects and the easiest way to...