by Alina Kleinsasser | Mar 27, 2024 | Blog, Document Control, Product Tips & Tricks
For suppliers providing project documentation to EPCs, managing material test reports (MTRs) can be a headache. That’s why having an efficient system for handling Material Test Reports (MTRs) is essential. With DocBoss, you can store MTRs in a shared library...
by Carl Mueller | Sep 6, 2023 | Product Tips & Tricks
If you need to export many files simultaneously while using DocBoss, there’s a way to do so to save time and effort. You can access the DocBoss Bulk Doc Download feature. Here’s how to do it whether you’re working with a single project or multiple...
by Brad Bowyer | May 20, 2023 | Product Tips & Tricks
The expediting module is a very useful aspect of DocBoss. Expediting is done in a global sense, not from within each project however you can choose to expedite only one project. For a background on expediting within DocBoss, check out an article we wrote entitled Run...
by Carl Mueller | Jan 13, 2023 | Product Tips & Tricks
Are you looking to set up a project from scratch inside DocBoss and want some advice on how to get started? The following steps will take you from creating a new customer to setting up all project fields, equipment list and card list. Set Up Customer with Codes and...
by Brad Bowyer | May 20, 2022 | Product Tips & Tricks
To complete a project in DocBoss, navigate to the Main page in your project and click “Complete Project”. If all cards are in a status complete – Great! The project will be Completed. If you have any cards not in a complete status (ie: NULL or not...