by Carl Mueller | Nov 15, 2021 | Document Control
The history of all cards is actively captured in DocBoss. You have the ability to view all previous versions of the document. Clicking the History icon (from the Tools column) will open the History in a new window. The new window will open and all the history...
by Carl Mueller | Nov 7, 2021 | Document Control
Some customers have an automated document processing solution in place. As a result, they require every file to be issued on a separate submittal. This can create an enormous amount of work for the supplier. In DocBoss, an option exists (from the outgoing submittal...
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....
