by Carl Mueller | Jan 4, 2021 | Document Control
Upon receiving the return of a DocBoss created package, users can automate the re-allocation of each document to its original card. To review how to create packages with DocBoss, click here. Here is the screen shot of the PACKAGE sent to the customer. Assign returned...
by Carl Mueller | Dec 24, 2020 | Document Control
Whew! Carrying on with the tiles available on the project dashboard, the project hub is a new landing page designed to provide actionable data for your document controllers. What documents are overdue, and who is behind on the required actions? Refine the information...
by Carl Mueller | Dec 20, 2020 | Document Control
Create combination columns There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result. On the project template, you select the source columns...
by Carl Mueller | Dec 15, 2020 | Document Control
Add Manual cards (link to either major tags or tagged equipment) Manual cards allow users to add (or upload) cards, while manually selecting the appropriate doc codes, and tags. This function has existed strictly for use with the Major Tags module, but now –...
by Carl Mueller | Dec 3, 2020 | Document Control
Internal approval is often of interest to companies who are doing some engineering on behalf of their customer. They want to work with their suppliers to ensure the documents are correct, prior to sending them on to their customer. When enabled, an internal approval...
