by Brad Bowyer | Dec 20, 2022 | Product Tips & Tricks
DocBoss wasn’t really designed to build your source documents directly, but our cover page templates certainly bring that thought forward! So because several customers have asked, we’ve built a quick guide for how you can get this to work in your system. ...
by Carl Mueller | May 13, 2022 | Product Tips & Tricks
The Supplier Document Index is also known as the Index, SDDL, VDRL and SDL. Whatever you choose to call it, DocBoss enables you to work with it in a variety of ways including accessing reporting features. SDI Resources When Using DocBoss Here are detailed articles...
by Carl Mueller | Apr 25, 2022 | Document Control
An SDI Report is a listing that details the full scope of documentation for a specific project. It could also be referred to as a Document Register, or Document Index. Some customers have this as part of their documentation requirements. They may even issue a specific...
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 Brad Bowyer | Feb 23, 2021 | Document Control
I was working with a client the other day and was surprised by the Supplier Document Index (SDI) they had been asked to complete for a project. I am not a Microsoft Excel expert by any means but if you are sending an SDI that others should use for tracking, there are...