by Brad Bowyer | Aug 22, 2022 | Product Tips & Tricks
DocBoss was initially created with the needs of process equipment suppliers in mind and we have developed a system that works great for all supplier submittals. But is DocBoss only for suppliers? Not at all! DocBoss’ functions can translate to Engineering companies to...
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...
by Brad Bowyer | Jun 21, 2022 | Product Tips & Tricks
Library documents are typically published documents or documents that can be reused from project to project. DocBoss uses the library for uploading, storing and reviewing these documents. Examples include: Instruction ManualsBrochuresMTRsWelder CertificatesProcedures...
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...
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...