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...
by Carl Mueller | Feb 20, 2023 | Product Tips & Tricks
Some customers have requested that they identify the process which they will be submitting the documents of a transmittal. We have added a selection called Delivery Medium strictly for output purposes on transmittals. There is no functional impact of this choice...
by Carl Mueller | Feb 10, 2023 | Product Tips & Tricks
Customers periodically ask how they should set up their file structure for saving submittals on their server. While not technically required, it’s a good practice. DocBoss of course saves a copy of your submitals on our server but you can also download them on...
by Carl Mueller | Feb 2, 2023 | Product Tips & Tricks
Using an email address from your domain (Important!) For DocBoss to send email using your normal email address (xxx@yourdomain.com) instead of do-not-reply@docboss.com), you must enable both SPF and DKIM records on your domain. These settings are required to minimize...
