by Carl Mueller | Sep 29, 2024 | Product Tips & Tricks
DocBoss has many great features to save document controllers time and ultimately money on their EPC projects. One great feature is the Templates function which as we’ll see below, can be used in many ways. Here are some popular articles we’ve written on...
by Carl Mueller | Sep 21, 2024 | Product Tips & Tricks
Templates are a great tool in DocBoss to create and save documents that you can then use again in the future for other projects to save time during the setup phase. A Project Field Template allows you to define some default settings for your project. Create a New...
by Carl Mueller | Sep 1, 2024 | Product Tips & Tricks
One of the great benefits of DocBoss is the template feature which enables you to save commonly used documents to reuse on future projects. Here’s how. Steps for creating a template Must be in excel format Any cells where the output data is to be defined by...
by Carl Mueller | May 25, 2024 | Product Tips & Tricks
Navigate to the Main page of your project. In the Output Settings section under Cover Pages, you can choose which template you want to use for your project, for both Customer and Sub-Supplier submittals. You can also choose here how you want to create Excel cover...
by Carl Mueller | Apr 3, 2024 | Product Tips & Tricks
Let’s talk about templates within DocBoss. The templates feature is a great way to save frequently used documents to use in the future so you don’t have to start from scratch each time. Below, we’ll concentrate on how to use templates in the...
