by Brad Bowyer | Sep 2, 2023 | Product Tips & Tricks
When DocBoss regenerates a compilation (only in the case where it is linked to a code), the process includes updating the active file in the linked cards. But what if you have already received an approved compilation back from your customer? Certainly DocBoss would...
by Tunde Dorloti | May 12, 2023 | Product Tips & Tricks
DocBoss wasn’t really designed to build your source documents directly, but our compilation cover page templates certainly bring that thought forward. Note: – The file must be submitted as PDF. An excel version is optional. – Templates are...
by Carl Mueller | May 6, 2023 | Product Tips & Tricks
We’ve written numerous articles on this site regarding how Cards are treated inside DocBoss. Cards are essentially placeholders for real documents, if you will. As such, they are an important aspect of DocBoss and one that you customize as needed. Case in point,...
by Carl Mueller | Apr 28, 2023 | Product Tips & Tricks
Do you ever submit documentation to your EPC customer and then need to resubmit it at a later date with changes? It is often useful to identify which cards have changed when resubmitting a package or compilation to your customer. With a revision index page, DocBoss...
by Brad Bowyer | Apr 20, 2023 | Document Control
In DocBoss a compilation is the final submission that you send to your EPC customers at the end of a project. You might refer to it as a submittal. With DocBoss you can create custom submittals with a few clicks of your mouse to meet your EPC customer’s specs....
