by Brad Bowyer | Oct 24, 2022 | News and Events
When processing files returned from the customer, DocBoss expects that the page count has NOT changed. DocBoss knows: Total pages sent (expected pages for return) i.e. 4 Total pages of the actual document i.e. 3 Total cover pages added on submittal. i.e. 1 If the...
by Carl Mueller | Sep 16, 2022 | Product Tips & Tricks
The DocBoss customer portal provides a secure location for your customers to upload documents directly into your DocBoss projects. The customer can also download received documents. Here’s a short video that illustrates how it works and how you can use it with...
by Brad Bowyer | Sep 8, 2022 | Product Tips & Tricks
If you have an issue with the way your document looks in the DocBoss viewer after upload, there’s a reason or this an easy fix which we’ll discuss below. When the documents look strange in the viewer after upload usually is because of the “Courier...
by Carl Mueller | Mar 8, 2022 | Product Tips & Tricks
When setting up a stage with an internal target, you will see an option to Route to [Role 4] (When looking at the grid of stages, the title of the column is DO NOT XMT: Route to [Role 4]) When enabled, and cards enter this stage, they will NOT show in...
by Brad Bowyer | Feb 28, 2022 | Product Tips & Tricks
We know the typical information we all need for our EPC projects: Document numbers Revisions Document codes Tag numbers, etc… But what about information that isn’t standard on all projects like Class for example? As class is typically related to actual equipment, in...
