by Brad Bowyer | Nov 3, 2021 | Product Tips & Tricks
I was helping a customer today make sure all her equipment list changes were implemented. She wanted to see the latest document before submitting it to make sure all the customers comments were incorporated. I showed her the Compare Files feature. This allows you to...
by Carl Mueller | Nov 1, 2021 | Document Control
Default/forced routing can be defined for any stage with DocBoss. You can define an assignment for all cards which come back either as COMPLETE, or INCOMPLETE. 1. Review when stage is NOT COMPLETE If users set values for “Review when stage is not completed”, the...
by Carl Mueller | Oct 19, 2021 | Document Control
What is a Stage? Answer: The workflow of a document until it reaches a completed status. A document may need multiple revisions/submissions, but once it has received the “complete” status from the customer (typically a 1 or a 4), the stage is considered complete....
by Carl Mueller | Oct 15, 2021 | Document Control
If you place a stamp on outgoing documents at your customer’s request, DocBoss has functionality to make it easier. DocBoss enables you to see the stamp while you are placing it on the document. This will include the variables (until it has actually been...
by Carl Mueller | Oct 8, 2021 | Document Control
With DocBoss, we use a number of words and definitions which you may also use for your document control work. It’s possible that some are slightly different from the terms you use so here’s an overview of terminology used by DocBoss. Key Terms Code /...
