by Carl Mueller | May 1, 2025 | Product Tips & Tricks
One of the great benefits of DocBoss is the automation of many document control tasks that you as a document controller might currently do manually. Case in point: The creation of custom submittals and compilations for your EPC customers at the end projects. Here are...
by Carl Mueller | Feb 6, 2025 | Product Tips & Tricks
Did you know that you can add comments on compilations and submittals that you send to your EPC customers? Compilation: Compilations are a collection of documents combined into a single PDF output. Generally referred to as databooks, manufacturing record books,...
by Alina Sonke | Jan 20, 2025 | Product Tips & Tricks
Would you like to change the outgoing file format for your customer submittals at the end of projects? This is used to format the file names on any Outgoing Submittals. To get here: Navigate to the Project Menu > Main and look in the Formats area. Click on...
by Alina Sonke | Jan 15, 2025 | Product Tips & Tricks
Have you created a submittal and now need to void it, for any reason? Here’s how to do this quickly and easily in DocBoss. On the Outgoing Submittals screen, scroll to the bottom of the page to reach the Submittals grid. If the void action is available for a...
by Carl Mueller | Nov 2, 2024 | Product Tips & Tricks
Do you have difficulty getting your EPC customers to return documents in a timely fashion? DocBoss can help in several ways, beginning with the Expediting function. Expediting in DocBoss is done in a global sense, not from within each project. You can of course choose...
