by Brad Bowyer | Nov 2, 2022 | Product Tips & Tricks
One of the useful and popular benefits of DocBoss is the compilations feature. This enables you to create custom submittals for your EPC customers at the end of projects with a few clicks of your mouse. Below we’ll discuss compilation details and structure...
by Brad Bowyer | Oct 26, 2022 | Product Tips & Tricks
Users of different groups, project types or affiliates may wish to have different default settings apply to new compilations and packages. DocBoss uses presets to define various setting defaults for NEW compilations and packages created on a given project. Presets are...
by Carl Mueller | Sep 7, 2022 | Product Tips & Tricks
In DocBoss, we add cover pages to cards (documents) during the submittal process. But what if the documents aren’t required for submittal and only required to be included in the final compilation? Is it possible to add cover pages to all documents for inclusion in the...
by Brad Bowyer | Jul 24, 2022 | Product Tips & Tricks
In this article, we’ll discuss using an IF statement during the compilation process with the Table of Contents and Bookmarks that your customer requires. IF statements can be used to apply patterns based on if a card falls into a certain requirement. For...
by Carl Mueller | Mar 28, 2022 | Product Tips & Tricks
If you want to use the DocBoss generated version of the Compilation and/or the TOC for your submission, you must attach it to the applicable Doc Code in the Requirements grid. Navigate to the Code List Step 1 Set applicable Doc Code(s) to TYPE =...
