New Articles

  1. Add Company Doc Code Lists

    Add doc code lists to companies for use on projects.
  2. How can I upload an older revision of a document?

    Sometimes you may need to send a modified document while the current version is still being reviewed by the customer. An Example: You send revision 0. Someone at the customer side steps outside of the normal doc control process (sometimes ...
  3. Set Cover Page and Stamp Preferences per Doc Code/Card

    Doc Code Cover Page/Stamps Options and Templates Users can define the metadata method for each doc code: Cover Page/Stamps Option: Cover page only (no stamp) Stamp, else cover page: System will prompt the user to place a stamp. If t...
  4. Create multiple SDI reports for one project using Worksheet parameter

    You may have been asked by your customer to submit a unique SDI report for each Tag, or each PO (if multiple PO's on same DocBoss project). DocBoss doesn’t support a full SDI based on a level. There are many questions about documents which appl...
  5. Creating Cards with Custom Equipment Lists

    Setting up levels is one of the most important functions in DocBoss. Please review this article to learn more about how they can help you to build the Card List and link units to cards. As you are aware, DocBoss has a set of DEFAULT leve...
  6. Duplicating Codes: How and Why

    Sometimes, you customer gives you a rather GENERIC doc code. But - in your company, there are several separate documents which correspond to that code, and you want to manage them all separately (so you can keep track of the ones you are missing e...
  7. Managing number of pages on returned documents

    When processing files returned from the customer, DocBoss expects that the page count has NOT changed. DocBoss knows: Total pages sent (expected pages for return) i.e. 4 Total pages of the actual document i.e. 3 Total cover pages added...
  8. Using a Compilation Cover Page instead of Submittal Cover Page (for Packages and Compilations)

    Users have the option to apply a Compilation Cover Page to compilations and packages. This is in addition to Submittal Cover Page. The compilation cover page is generally a title page for the compilation. BUT - you can use exactly the same v...
  9. Doc Codes vs Cards

    The Document Codes are types of documents that clients use as standard in all their projects. They do not represent "each" document. Some of the most common Document Codes are: From above example you can use "LST" document code for the Ve...
  10. DocBoss Overview Videos

    The following list contains the videos created to support our helpdesk articles with detailed examples and instructions that will help our users complete their project set up and document control. You can access to DocBoss channel on Vimeo by ...