by Carl Mueller | May 13, 2025 | Product Tips & Tricks
DocBoss has updated email alerts to help you keep projects on time and on budget. Here’s what we added. New look for actions email alerts: the email templates for new routing action, change to card, and internal approval have been redesigned. New email alert for...
by Carl Mueller | May 6, 2025 | Blog
The project dashboard displays summary information for every project in the system. Note that you can filter, group and apply lenses to this data, to maximize the value of the presented data. The Project Summary Tile DocBoss summarizes key performance information...
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...
