Customization

To reduce manual work, a default compilation layout can be set up and used on any/all projects.  To set the default layout for compilations, navigate to System Menu > Admin > Compil. & Pkg Presets . To add a new compilation or package pre...

Outgoing file name formats can be created using variables and text but all file names should follow a "safe" rule list. Once files are uploaded to DocBoss, the media where these are stored have limitations to the allowed naming of files. There...

If a user uploads an equipment list that includes placeholder values in the Tag field (NA, N/A, etc.), they can add these values under Admin > Other Lists > Ignored Values to hide the placeholder values from document tag lists. As ...