by Carl Mueller | Feb 10, 2022 | Document Control
DocBoss users are named users who each login using their personal username and password. This makes it easy for you to track each change to a document and understand who did what. How can you deal with unlicensed users in your submittal history though? If employee...
by Carl Mueller | Feb 4, 2022 | Document Control
We’ve recently had customers ask their customers if they might use the review functions, avoiding submittals entirely. Here are our thoughts: The routing doesn’t have the same level of historical reporting.With submittals, the date out, date returned...
by Brad Bowyer | Jan 31, 2022 | Product Tips & Tricks
Every submittal starts a Send/Receive pair which can be found in the Card History. Each pair contains a history entry that if (Y) is enabled it will be included in the SDI Reports. The system will set the send/return automatically but it can be changed manually...
by Brad Bowyer | Dec 16, 2021 | Product Tips & Tricks
In some cases, we may have documents that we want to track but not necessarily share with our customer. For example, internal progress reports. We want to keep a record and track these documents, but the customer doesn’t ever need to see them. To do this in DocBoss,...
by Carl Mueller | Dec 6, 2021 | Product Tips & Tricks
If employee names need to be displayed in a custom grid with specialized terms like Prepared by, Checked by, Approved by, they can be shown using the user roles from the Main setting screen. But if the review process is outside of DocBoss, un-licensed...
