by Carl Mueller | May 7, 2023 | Blog
DocBoss enables you to customize and complete entire submissions to your EPC customers at the end of projects regardless of how they’d like it customized. Here are several great aspects of submittals within DocBoss that you can use to make this work easier to...
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...
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...
