by Carl Mueller | Jan 20, 2023 | Product Tips & Tricks
Here are the steps involved in adding equipment to DocBoss during a project whether a single case or multiple instances. Navigate to the Equipment List Equipment (with related tags) must be entered into DocBoss to enable card creation. Navigate to Equipment List...
by Carl Mueller | Jan 1, 2023 | Document Control
There are many configurations on the Code List (Requirements) grid that will affect the setup and management of cards on your project. Below is a general description of the columns available in this grid. Doc Code This is the DocCode that will appear as reference on...
by Brad Bowyer | Dec 26, 2022 | Document Control
As projects progress, often there are changes which happen to required equipment. DocBoss supports those and helps you manage the changes to your document cards. Why does DocBoss monitor changes to equipment? All Auto-Generated cards are directly linked to the...
by Brad Bowyer | Dec 24, 2022 | Product Tips & Tricks
The Internal Document Code field/column in DocBoss allows users to map customer codes to a common set of internal codes. This provides two benefits: It provides a nice way to search for similar documents, across all projects. Searching for customer codes can be...
by Brad Bowyer | Dec 5, 2022 | Product Tips & Tricks
A Document Code in DocBoss is a specific customer code or project code used to create project document groups. The following are examples of common Doc Codes: Adding Doc Codes to your customers allows you to re-use them in any of their Projects and the easiest way to...
