by Carl Mueller | Jul 3, 2024 | Product Tips & Tricks
DocBoss allows you to define a larger workflow for each document code. Maybe drawings must be issued as IFA, then IFC, then As-Built – BUT, what about calibration certificates? Surely those are only issued as IFR or IFI. DocBoss allows you to assign a default workflow...
by Carl Mueller | Apr 29, 2024 | Product Tips & Tricks
DocBoss has a number of great workflow benefits and features that you can take advantage of. One such benefit is Parallel Routing: Select multiple users per role. Users may now assign routing to multiple people for each role. All users must complete the review for it...
by Carl Mueller | Jan 13, 2024 | Product Tips & Tricks
Cards in DocBoss have a workflow associated with them. With proper setup and following procedures, DocBoss will automate the next required step in your card workflow. Workflow Option: Submit When you submit a document(s), you are creating a transmittal package and are...
by Carl Mueller | Nov 24, 2023 | Product Tips & Tricks
Workflow functionality is an important benefit that all DocBoss users can take advantage of, depending on the work that you do for your EPC customers. DocBoss allows you to define a larger workflow for each document code. Maybe drawings must be issued as IFA, then...
by Carl Mueller | Sep 9, 2023 | Product Tips & Tricks
How do you easily upload documents into DocBoss and then assign workflow? A picture is worth 1000 words so here’s a video of how it’s done. We’ll quickly discuss a number of related issues to show you the full functionality....
