by Brad Bowyer | Jan 22, 2023 | Document Control
When a user enables an equipment field for a major tag, data from that field will be available from the tagged and sub-unit grids (Steel). For example: Add a “Product Group” equipment field and enable it on the Major Tag grid Then add data into the field...
by Carl Mueller | Jan 11, 2023 | Product Tips & Tricks
If you have a customer who has issued multiple orders of equipment under one purchase order number, DocBoss can use custom equipment fields to identify multiple packages on one single equipment list. This will allow you to create one final compilation for all of the...
by Carl Mueller | Jan 3, 2023 | Document Control
Document controllers have a number of applications they can potentially use for document control. Most however aren’t doc control specific and weren’t designed with their needs in mind. Plus, they often have difficult getting their superiors to understand...
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...
