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Inherit Data From Major Tag Columns To Tagged Equipment Units

by Brad Bowyer | 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...

DocBoss Expedite Feature – Options and Settings

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...

Uploading An Older Revised Document With DocBoss

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...

Can Your Vendors Upload Docs Into Your Document Control System?

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...

Using User Permissions With DocBoss (Advantages)

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...
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Focused largely on tagged equipment, DocBoss minimizes the manual work required to deliver project documentation.