by Brad Bowyer | Dec 22, 2022 | Product Tips & Tricks
Every submittal in DocBoss starts a Send/Receive pair which can be found in the Card History. Each pair contains a history entry that if (Y) is enabled it will be included in the SDI Reports. The system will set the send/return automatically but it can be changed...
by Carl Mueller | Dec 7, 2022 | Product Tips & Tricks
Do you use placeholders from time to time during projects? If you upload an equipment list with a placeholder value in the TAG field (i.e. NA or N/A etc), normally you will NOT want to show the placeholder tag on tag lists for documents. This can happen when the level...
by Carl Mueller | Dec 2, 2022 | Product Tips & Tricks
The customer portal provides a secure location for your customers to upload documents directly into your DocBoss projects. The customer can also download received documents. The following describes what your customer sees when they access the portal. To access to the...
by Carl Mueller | Nov 4, 2022 | Product Tips & Tricks
The following are several quick tip videos to further support our helpdesk articles and videos. These quick tip videos have been created based on frequently asked questions. Edit Document Numbers via CSV (also includes how to change manual number back to...
by Brad Bowyer | Oct 31, 2022 | Product Tips & Tricks
The digital twin (or design one, build many) concept has been used in various large projects. Often you will be asked to resubmit documents which have already been used on previous projects, and reference the previous document numbers etc. DocBoss allows you to copy...
