Options and Layout

The compilations system is built around auto-generated cards (using levels to connect all the data). If a compilation has to be generated by Major Tag and the cards included in it have been created using both levels of equipment (Major Ta...

You can save a compilation layout and use on future projects. To Save from project In the Edit Compilation screen, find the section Compilation Layout, Click Save As The name of the Layout serves as the selection to be able to use i...

To Get Here: In your project - Click Main Project Drop Down Click Index Reports & Compilations In Compilations List Grid, click the edit icon of applicable Compilation Scroll to section "Table of Contents and Bookmarks sect...

The LaTeX template can be adjusted by changing some of the values in the template. Sections Add vertical space before and after each section \newcommand{\bolditem}[7]{% \\[10pt] - before section \tocitem{#1}{#2}{#3}{\tex...

In some projects, the table of contents template requested is project specific. For these situations, instead of using the default system format, the table of contents can be built in Excel using Section Title Page variables. Se...

This article includes examples of the table of contents layout with different depth values and structure options. Example 1 Table of Contents and Bookmarks sections options Depth of TOC: 3 Depth of TOC numbering: 3 Sta...

The default sorting of the Cards in a Compilation is set by the value selected on TOC/Bookmark pattern for cards field. If the selected pattern is "Reference", the Cards inside the Compilation will be sorted by the Card Referenc...

When a compilation is generated without sub-packages, the output will be structured according to the data added to Document Codes and Sections : Includes Sections and Doc Codes And as per the depth settings and pattern selec...

Compilations can be auto-generated per any equipment field by selecting a level for each doc code on Code List (Requirements) grid. For instructions on how to set a level, see our article here. Once the level is set, the compil...

Users of different groups, project types or affiliates may wish to have different default settings apply to new compilations and packages. DocBoss uses presets to define various setting defaults for NEW compilations and packages created on a gi...

It is often useful to identify which cards have changed when resubmitting a package or compilation to your customer. With a revision index page, DocBoss will check each card included in the package/compilation. If the card has changed (identified ...

Compilation Info Name: The name of the compilation. Description: Additional information that has to be included about the compilation. File Type: Choose to produce compilation as a single pdf file or a zip with fol...

There are five different templates used in compilations. Users can upload / update templates in the template management area of the instance menu. Available templates include the following: Compilation Cover Page The compilati...

Users have the option to apply a Compilation Cover Page to compilations and packages. This is in addition to Submittal Cover Page. The compilation cover page is generally a title page for the compilation. BUT - you can use exactly the same v...

IF statements can be used to apply patterns based on if a card falls into a certain requirement. For example, If a card type is manual, display as X, if a card type is auto-generated, display as Y. An example of when this would be used is ...