by Carl Mueller | Mar 13, 2025 | Product Tips & Tricks
In DocBoss, you can add custom equipment fields as required including combination fields and additional unit types as the need arises on a project by project basis. We’ve written about this topic in articles such as How To Add Custom Equipment Fields To A...
by Carl Mueller | Dec 29, 2024 | Product Tips & Tricks
Does your document control work often require working with complex equipment lists containing numerous types of components? Users working with equipment that has multiple components can now enter related units in one row in the unit upload file. This saves time for...
by Carl Mueller | Sep 17, 2024 | Product Tips & Tricks
We’ve spoken about this topic in the past but here is some updated information on how to Add Custom Equipment Fields to a project. You may now add an unlimited number of global and project specific equipment fields. Global Equipment Fields When you set up global...
by Carl Mueller | Apr 13, 2024 | Product Tips & Tricks
If a user is working with an order that does not include a sub-unit of each type for each main unit, they can leave the cells where the units would have been added blank. If no information is entered for a sub-unit in any line, DocBoss will not try to add a sub-unit...
by Carl Mueller | Mar 29, 2024 | Product Tips & Tricks
The Default Users / Lists area of the main setup allow you to define key contacts for the specific project. It also includes the selection of the lists you will be using to manage the project. Any fields marked with a Red Flag, indicate it is a mandatory field. The...
