by Carl Mueller | Aug 7, 2023 | Product Tips & Tricks
A distribution list defines the recipients of a transmittal. The list of names is typically included into the transmittal summary (depending on your transmittal template). Topics Add/apply distribution list on project Add/edit global distribution lists Import and...
by Carl Mueller | Jun 7, 2023 | Product News
Holdback time, or the amount of time between the completion of a project and the release of final payment to vendors, is a common issue in EPC (engineering, procurement, and construction) projects. To decrease holdback time and ensure vendors get paid more quickly,...
by Carl Mueller | Apr 16, 2023 | Product Tips & Tricks
This article explains the third step in the eSign process. Check at the bottom of the page to view steps 1 (Generate an eSignature Certificate) and step 2 (Set eSignature requirements per Doc Code). Select cards, and initiate submittal Select the documents you wish to...
by Carl Mueller | Mar 25, 2023 | Product Tips & Tricks
What skills and traits helps a document controller become better at their job? When you view a list of the traits that make a good document controller, you tend see the same ones mentioned repeatedly: Good communication skills Detail oriented Respect to privacy...
by Brad Bowyer | Feb 22, 2023 | Product Tips & Tricks
In DocBoss, a package is all the information that you will submit to a customer at the end of a project. So all drawings, cover pages, test results and anything else they require, all packaged up into one submittal or compilation or whatever you choose to call it. In...
