by Carl Mueller | Jan 22, 2023 | Document Control
When a user enables an equipment field for a major tag, data from that field will be available from the tagged and sub-unit grids (Steel). For example: Add a “Product Group” equipment field and enable it on the Major Tag grid Then add data into the field...
by Carl Mueller | Jul 2, 2022 | Document Control
Target and Recipients Users must enable the targets they wish to expedite. The default is for customers and outstanding actions (defaults can be changed on the admin template). As selections are made, additional grids will appear showing the actual companies to...
by Carl Mueller | Jun 6, 2022 | Document Control
Sometimes you may need to send a modified document while the current version is still being reviewed by the customer. An Example: You send revision 0.Someone at the customer side steps outside of the normal doc control process (sometimes it is required from a timing...
by Carl Mueller | May 10, 2022 | Document Control
DocBoss has a portal that enables your vendors to upload documents directly. Specifically, the sub-supplier portal provide a secure location for your vendors to upload (and download) documents directly into your DocBoss projects. Add accounts for the sub-supplier...
by Carl Mueller | Mar 21, 2022 | Document Control
One issue with using Microsoft Excel or other non-document control specific application is that it’s difficult if not impossible to limit access to the project to any degree. If someone has access to the Excel spreadsheets, they can change them any way they like...
