by Carl Mueller | Aug 5, 2023 | Product Tips & Tricks
DocBoss enables you to customize items right down to the font on your cover pages. Sometimes you might need to amend the cover page or stamp setting when a project is already in progress. Is this possible in DocBoss? It certainly is, and is done as follows: If you...
by Carl Mueller | May 16, 2023 | Product Tips & Tricks
Do you have the need to adjust date format on a project by project basis depending on the customer? DocBoss enables you to adjust the way you format the date on a system wide basis or for each project too. Date formatting can be set in DocBoss under Admin for the...
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 Carl Mueller | Aug 26, 2022 | Product Tips & Tricks
Can you monitor every concurrent EPC project you having running at any given time to check on the progress? With DocBoss, this is easily available through the project dashboard. The project dashboard displays summary information for every project in the system. Note...
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...
