by Carl Mueller | Apr 26, 2023 | Product Tips & Tricks
During the course of managing cards you define routing and transmittal requirements. This is typically managed by DocBoss as you upload documents to the system because you have already assigned your specific workflow instruction. However, once you have processed a...
by Brad Bowyer | Apr 24, 2023 | Product Tips & Tricks
DocBoss enables you to customize virtually any aspect of your document control work to meet the specific requirements of your EPC customers. You can also customize the inputs as required to meet these requirements. You can add custom fields to your cards. Here’s...
by Brad Bowyer | Apr 11, 2023 | Product Tips & Tricks
In DocBoss, cards are essentially placeholders for the actual documents. Like a file folder, if you will. A card contains all of the history and revisions of a particular document, as well as the most current version of the document and its metadata. We wrote in...
by Carl Mueller | Mar 13, 2023 | Product Tips & Tricks
When DocBoss auto-generates cards (based on your selected LEVEL), it creates ALL possible cards. In some cases, not all cards are applicable for the doc code in question. Assume a customer has requested pressure tests from a seller of instrumentation, AND assume the...
by Carl Mueller | Mar 9, 2023 | Product Tips & Tricks
Assume you have a drawing for each tag, but your customer requires that you submit only ONE PACKAGE containing all drawings (sorted by tag numbers). DocBoss makes this process easier by helping you manage each individual drawing (upload them into separate separate...
