by Brad Bowyer | Sep 9, 2022 | Product Tips & Tricks
What if your customer wants you to co-opt a number shown on a supplier document as “YOUR NUMBER”, instead of the carefully crafted, unique number you create for managing your project? Display Supplier Number on Outputs Don’t stop using your number...
by Carl Mueller | Aug 1, 2022 | Product Tips & Tricks
Would you like the ability for your EPC customers to upload project documents directly to DocBoss? They already can! The customer portal has been changed to allow customers to upload documents directly to projects. It now shares a common format and functionality with...
by Brad Bowyer | Jul 27, 2022 | Document Control
DocBoss enables you to handle application programming interface (API) documentation within DocBoss while also testing each query you make. Here’s how. Documentation Access The link for the API documentation...
by Kirstie Reid | Feb 6, 2022 | Document Control
A new variable has been added to the system but is not presented as a button on the pattern variable list. <CardType> with values “manual” / “auto” can be used in your patterns, it just needs to be manually typed in. Using IF...
by Carl Mueller | Jan 28, 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...
