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...
by Carl Mueller | Mar 15, 2024 | Product Tips & Tricks
A Status List is the approval statuses that are used by your customer to indicate if a document will be accepted. You must enter a status list that will define the designations used by your customer. DocBoss can support multiple lists for each customer. For example,...
by Carl Mueller | Oct 23, 2023 | Product Tips & Tricks
If you work with incomplete equipment lists, there’s a way DocBoss helps you handle them. If a DocBoss 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...
