Advanced

You can add custom fields to your equipment list. Here's how to create and manage them. Create Global fields The initial set up of custom equipment fields (at the global level) must be done by an  Admin User. Once created, they can be enabled ...

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 sele...

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 Configuration  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 + ...

Instructions for updating the default EQ number (for all doc codes), as well as modifying the EQ number for individual doc codes.

To add an additional unit type, navigate to the "Fields & Equipment Types" tab of the  Project Configuration page. Expand the "Additional Unit Types" section and click the "+ Add" button. Once added, the new tab becomes available to enable eq...