by Carl Mueller | Nov 22, 2023 | Product Tips & Tricks
At the end of projects, are you required to submit full project documentation to your EPC customers? Perhaps these submittal packages are highly customized for each customer too, often in the form of a template that they send you that you must adhere to. This can lead...
by Carl Mueller | Jan 5, 2023 | Product Tips & Tricks
Customers periodically ask how they should set up their file structure for saving submittals on their server. The answer is you can do so and we have a suggestion as to how. While not technically required, it’s a good practice. Here’s the layout we suggest...
by Brad Bowyer | Oct 1, 2022 | Product Tips & Tricks
When you create a custom compilation (databook) for your EPC customer, you might need to customize it down to each section. For example, there are some databook layouts which require sub-packages to be created for each databook section. This is now offered in DocBoss....
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 Carl Mueller | Mar 17, 2022 | Product Tips & Tricks
If your customer requires a detailed table of contents (TOC) in a submittal, DocBoss can help. You have plenty of ways to customize a TOC to your customers’ liking. To get here: In your project – Click Main Project Drop Down Click Index Reports &...
