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.... 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... 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... 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... 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...
