by Carl Mueller | Apr 24, 2025 | Product Tips & Tricks
In DocBoss, a compilation is a package of documents that are submitted to your customer in a single file, usually as a PDF with a table of contents, at the end of projects. Maybe you call them databooks or something different. In document control, compilations tend to...
by Carl Mueller | Apr 22, 2025 | Product Tips & Tricks
DocBoss enables you to customize outgoing documentation to meet whatever specific requirements your EPC customers desire. You can customize file name formats as part of this but we do have some guidelines to follow, which we’ll discuss below. We’ll also...
by Alina Sonke | Apr 18, 2025 | Product Tips & Tricks
How do we use the “Create Project” call if not all the data is available in our ERP system? The Create Project call can be used to automatically trigger project creation in DocBoss when an order is added to an external system. When a doc control user...
by Carl Mueller | Apr 11, 2025 | Product Tips & Tricks
The Project Dashboard is a visual representation of the document status and location across multiple projects that you are currently running in DocBoss. Carrying on with the tiles available on the project dashboard, the project hub is a landing page designed to...
by Alina Sonke | Mar 9, 2025 | Product Tips & Tricks
The Project Profile is a section of the Project Set Up > Main screen. This section is for your customer (the company to whom you are submitting the documentation), all applicable transaction numbers, the End User (if applicable) and the order date and approved...
