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How Your Customer Can Upload Documents Directly to DocBoss

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...

Handling API Documentation Inside DocBoss (With Visuals)

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...

Using IF Statements (Auto Numbering, File Naming)

by Brad Bowyer | 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...

How Do You Upload An Older Revision Of A Document?

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...

How Can I See How Many Documents Each Team Member Has Processed?

by Brad Bowyer | Jan 21, 2022 | Product Tips & Tricks

Even though we need to trust each person on our team is pulling their weight considering not all documents submitted/sent out are created equally, it’s nice to have a tool that can give an overview of what each team member is doing on a daily, weekly or monthly basis....
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Focused largely on tagged equipment, DocBoss minimizes the manual work required to deliver project documentation.