Edit Cards

When uploading doc numbers using the edit data via CSV from the Card List – you must add the word (in all caps) OVERRIDE into the related column for "Doc Number Manually Changed". Why? Let’s assume you have auto-numbered all cards. When...

DocBoss allows users to make changes to existing data in the Card List using a CSV (excel) file. When you download the file for the first time the data can be a bit overwhelming - Don't let that scare you! Once 'Add/Edit Data via CSV' is...

When DocBoss auto-generates cards (based on your selected LEVEL), it creates ALL possible cards. In some cases, not all cards are applicable for the doc code in question. Assume a customer has requested pressure tests from a seller of instr...

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 somewha...

On auto-created cards, you can split a card into two, and assign specific units to each card. Navigate to the card list, and click the split icon. From the pop up, click create new card. The internal references for the cards will ...

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. ...

What Does Locking Cards do? Once a card is locked, DocBoss starts tracking the State and in addition, it stops that card from being auto-renumbered. Is a Card Locked? There is a column on the Card List that displays if a card is Loc...

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 submi...

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...