by Carl Mueller | Jun 4, 2021 | Document Control
In DocBoss, it’s possible to set a default “Packages Layout” that can be used in all projects. To set the default layout for packages navigate to Settings > Customization > Package Layout Quick General Settings Compilation Info: Select if coversheets are...
by Brad Bowyer | Jun 1, 2021 | Product Tips & Tricks
When working with the various grids in DocBoss did you know there are additional filtering options within each grid? Perhaps you would like to filter a certain user on the Multi-project card report (see Image 1). Image 1 – Multi-project card report Or see all...
by Brad Bowyer | May 28, 2021 | Document Control
Do you provide custom data books to customers at the end of projects? For many suppliers of process equipment it’s a time-consuming job and one they don’t look forward to at any time. There are a number of benefits to providing data books to your customers...
by Carl Mueller | May 21, 2021 | Document Control
Some customers have requested that they identify the process which they will be submitting the documents of a transmittal. We have added a selection called Delivery Medium strictly for output purposes on transmittals. There is no functional impact of this...
by Brad Bowyer | May 14, 2021 | Document Control
We are noticing that some companies are moving away from a typical Document Control department. For some companies it is not always feasible to have an entire department strictly dedicated to document control on their projects. So to streamline, they are dispersing...
