by Carl Mueller | Jan 7, 2022 | Document Control
To run an SDI report for multiple projects, you will need to have assigned the “Job” to each of the projects you want to include in the report. For information on creating and assigning jobs, see our article here. Once you have assigned all projects...
by Carl Mueller | Dec 31, 2021 | Document Control
When you get a request for proposal with a 20-page document submittal spec, you assume that everything is covered. I mean, you are being told exactly how and how high to jump. As long as you follow the spec, you’ve got it covered. You likely flip though the codes, and...
by Carl Mueller | Oct 12, 2021 | Document Control
Working With Your Equipment List Create combination columns There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result. On the project...
by Carl Mueller | Oct 5, 2021 | Document Control
The project hub is a landing page designed to provide actionable data for your document controllers when using DocBoss. This hub also enables you to have tight control over exactly what is going on on the project. Here you can see how many documents are due, overdue...
by Carl Mueller | Sep 30, 2021 | Document Control
Inherit data from Major Tag columns to Tagged Equipment units When a user enables an equipment field for a major tag, data from that field will be available from the tagged and sub-unit grids (Steel). For example: Add a “Product Group” equipment field and...