How To Trim An Auto-Created Document Register

DocBoss automates a number of tasks that document controllers typically do manually, to save you time and effort. Plus, it can help to reduce manual errors and rework, saving you further time and effort.

But what about a case where you need to make manual changes to something that DocBoss has done automatically?

Case in point: Your document register.

At the start of a project, DocBoss automatically creates your document register using the bill of materials and your customer’s document requirements. If you need to add more equipment or make changes, DocBoss updates the register accordingly.

You can also easily adjust or trim the auto-created register as needed, as shown in the video below.