by Carl Mueller | Jan 30, 2023 | Product Tips & Tricks
You can test the cover page for any card within DocBoss. First navigate to the card history screen. You can do this by clicking the history icon in the tools column of the card list for any specific card. Its nice to open a few cards with different tag lists –...
by Carl Mueller | Jan 26, 2023 | Product Tips & Tricks
Yes, DocBoss users can update previously submitted documents submittal dates. Updating it on the outgoing submittal will then update the date in the card history and all templates (SDI and in document cover pages added during submittal and also in compilation cover...
by Carl Mueller | Jan 24, 2023 | Product Tips & Tricks
Users can extract the most recent file from multiple cards via the Bulk Doc Download button on the card list. Navigate to the card list for any project, select the card you want to include in the export and click the Bulk Doc Download button. A zip file will be...
by Carl Mueller | Jan 17, 2023 | Product Tips & Tricks
There are times when a project has been started outside of DocBoss, and you want all submittal history to be brought into the system. Maybe you just enrolled with DocBoss and have a large project just underway. It is possible to recreate your submittal history by...
by Carl Mueller | Jan 11, 2023 | Product Tips & Tricks
If you have a customer who has issued multiple orders of equipment under one purchase order number, DocBoss can use custom equipment fields to identify multiple packages on one single equipment list. This will allow you to create one final compilation for all of the...
