Link Placeholders to Equipment Data

Reduce clerical work with automated equipment linking

Each placeholder automatically pulls in metadata from your equipment (tag lists, serial numbers, line numbers, etc.), ensuring every document is linked to the correct equipment.

What are cards in DocBoss?

Cards are objects that contain all of the metadata and revisions for a document. The card list provides a list of all documents on the project, and all details are displayed in a tabular view.

Placeholders that work for you

The code list and the equipment list work together to auto-generate placeholders for documents, saving you time.

Set equipment level

Need one placeholder per order? Per unit? Per shipment? Auto-generate as many placeholders as you need with pre-made and custom levels.

Add once, apply to all

Equipment details are carried over to associated placeholders automatically, eliminating the need for manual data entry.

Equipment changes

Received a change order? No problem. Changes to the equipment list are automatically applied to associated placeholders.

Learn more

Book a personalized demo with one of our Product Specialists today to see how these features can be customized to suit your company's needs.

Or, check out our other features here.