Advanced

You may now add an unlimited number of global and project specific equipment fields. Global Equipment Fields When you set up global equipment fields they can be used in all your projects. The variables will remain constant, so you can create...

Create combination columns There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result. On the project template, you se...

Assemblies group order detail by line numbers. In the case where you do not have any sub lines (a.b.c.d), they are exactly the same as the “Unit” fields. They come into play when your order detail contains sub lines (i.e. 1.a, 1.b). Assembly...

Custom Levels We use custom levels to subdivide and classify your units when there are alternate requirements past the default levels we automatically provide. Assume the requirement for packing slips. If you have many items, they may ship...

Inherit data from Major Tag columns to Tagged Equipment units When a user enables an equipment field for a major tag, data from that field will be available from the tagged and sub-unit grids (Steel). For example: Add a "Product Group" e...

Project Template Create "NDE log" as an Additional Data Type . Add columns Drawing Number Weld ID *Test Type (MPI, Visual, Radiographic) Test / Certificate number Sub-Supplier (Fabricator) COMBO level: Drawing Number + ...

On the project fields template, navigate to the "Additional Unit Types" grid, and click the add option. Once added, the new tab becomes available to assign display columns. If you have major tags enabled, you may choose to link the...