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Created On: 09/26/2022
in Docs Projects Project FAQ
When it comes to the sub-suppliers associated to a given card, the Sub-Supplier List determines search and output text. When it comes to defining the sub-supplier list - there are two options. the auto-defined values, and an override.
Auto...
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Created On: 09/23/2022
in FAQ General FAQ
VDI 2770 is a German standard for final submittal of vendor documentation. The focus is on FINAL PACKAGES, not the day-to-day submittals for approval etc.
The goal of VDI compliance is to create a stand alone package PER TAG. There will be many...
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Current Files from a Single Project Bulk download Users can extract the most recent file from multiple cards via the Bulk Doc Download function on the card list. Navigate to the card list for any project, select the card(s) you want to includ...
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Created On: 08/12/2022
in FAQ General FAQ
There are times when a project has been started outside of DocBoss, and you want all submittal history to be brought into the system. Maybe you just enrolled with DocBoss and have a large project just underway.
It is possible to recreate your s...
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Created On: 07/08/2022
in Release Notes Older Releases User options
Allow admin to define which users can access extended support
Admin users are now able to choose which users have access to DocBoss Extended Support through the Manage Users screen.
Define user responsible for contract
On ...
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Created On: 05/19/2022
in FAQ General FAQ
The digital twin (or design one, build many) concept has been used in various large projects. Often you will be asked to resubmit documents which have already been used on previous projects, and reference the previous document numbers etc.
In t...
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DocBoss uses presets to define various setting defaults for NEW compilations and packages created on a given project.
Presets are defined on the project template, and once the project is created, the defaults are reflected. Users of different g...
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To delete/disable equipment from your equipment list, there are a couple of options. For single changes, you can click the delete icon.
For multiple pieces of equipment, you can select them using the select boxes then click Disable S...
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Created On: 04/11/2022
in FAQ General FAQ
If you are getting date format errors when uploading CSV or Excel files into DocBoss, it is likely caused by Excel's regional settings. Opening a CSV in excel automatically converts any dates using excels expected format. If customers have a requi...
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Users can update previously submitted documents submittal dates. Updating it on the outgoing submittal will then update the date in the card history and all templates (SDI and in document cover pages added during submittal and also in compilation ...