Edit Cards

Document numbers can be replaced both individually in the grid, as well as in bulk via CSV. Individual Updates (Grid) To update an auto-generated document number, simply click into the grid, type the desired number, and save. Once saved, a small...

DocBoss allows users to make changes to existing data in the Card List in bulk through two different methods: directly in the grid, and via CSV. Edit Data in the Grid To begin, filter the card list to display only the cards you wish to apply cha...

When DocBoss auto-generates cards (based on your selected level), cards will be created for ALL equipment references. By default, all cards will be set as required based on a default query (i.e., "All docs are required"). In some cases, not all ca...

When users build card lists with levels, such as one card per tag for example, but later realize that one card covers multiple tags, there is no longer a need for the additional cards. Rather than leave the original cards as pending, DocBoss...

Sometimes, users may need to edit merged cards . In the Card List , select the Edit icon from the Tools column in the row for the merged card. (This can be done from other screens that show cards as well, but the options layout is somewhat ...

Auto-created cards can split into two in cases where different units should be tracked separately. To split a card, navigate to the card list and click the split icon under "Tools." From the pop-up, click the button to "Create New Card". If ...

Create Copy Copying a card is useful when you require an exact duplicate of a card i.e. the second card should be linked to exactly the same set of tags and codes, its is just a different file. An example might be a procedure card. i.e. On...

Locking cards ensures that changes are no longer made. Once a card is locked, DocBoss starts tracking the State and stops that card from being automatically re-numbered. To identify if a card is locked, navigate to the card list and review the ...

DocBoss maintains a state for every locked card. Cards become locked if ANY of the following actions have been performed: The card has been submitted to the customer (tracked separately also) A system generated INDEX has been submitted...

Your Document Numbers It is standard practice to assign a number to every document you are managing. These numbers can be auto-generated in DocBoss, so the structure/convention is common across all documents on your project. If your engineer...

DocBoss allows you to create and manage multiple versions of a single card. Generally - this is required when different language version of a card must be supplied/tracked. Add/Enable Language Custom Field on Project To begin, check the proj...

Usually when a copy or sheet is created from a card, the new card is expected to be a different, but related document. It is possible to create a full copy of a card (as a copy or as a sheet), including the active file and all of its history, foll...