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Adding Custom Fields To Projects (Unlimited)

by Kirstie Reid | Mar 30, 2022 | Product Tips & Tricks

Users may now add an unlimited number of custom fields to the main area of projects. Create new date or text fields, to be followed shortly by drop down lists, and an option to define whether fields are mandatory. Users may apply them to any or all project templates....

Compilation Templates and Layout Impacts With DocBoss

by Carl Mueller | Mar 10, 2022 | Document Control

In DocBoss we were refer to databooks as compilations. They can be customized to suit the requirements of your customers in whichever way you like. Part of the benefit of this feature includes the use of templates which can save you time in the future when you need to...

How Manual Is Your Document Control Work? (DocBoss Helps)

by Kirstie Reid | Feb 24, 2022 | Product Tips & Tricks

Do you spend valuable time populating: Document IndexesDocument MatrixesDocument Cover Pagesetc Did you know that if you have the information in DocBoss, chances are, we can automate all your customers document reporting requirements? For example, if your customer...

Can My Customer Use DocBoss To Markup Documents?

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...

Can I Use A Template To Create Source Documents Using Information In DocBoss?

by Kirstie Reid | Dec 13, 2021 | Product Tips & Tricks

Can I use a template to create source documents using information in DocBoss? Yes! Although it wasn’t specifically designed for this purpose, there is a way to take a template – data sheets for example – and have DocBoss populate the information as well as...
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