New Articles

  1. Header and Footer Format

    Created On: 09/25/2019 in Docs Projects Set Up and Manage Numbering Formats and Output Settings
    To add and edit headers and footers to your documents, navigate to the Main Setup page of your project where available fields are shown in the Formats group > Document Header/Footer Settings. Font - Default is set to size 8 but can b...

  2. Create a Weld Log (and generate weld cert/weld procedure packages)

    Created On: 09/15/2019 in Docs Projects Project FAQ
    The weld log will allow you to include welder certificates and weld procedures (cross referenced to welds) in the tag specific quailty packages. Or - you can prepare separate packages for the certs/procedures with the cross references to all tags....

  3. Add Additional Equipment Type to Project

    Created On: 09/15/2019 in Docs Projects Set Up and Manage Equipment List Advanced
    On the project fields template, navigate to the "Additional Unit Types" grid, and click the add option. Once added, the new tab becomes available to assign display columns. If you have major tags enabled, you may choose to link the...

  4. Create an NDE log (and generate quality packages)

    Created On: 09/15/2019 in Docs Projects Set Up and Manage Equipment List Advanced
    Project Template 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 + ...

  5. Release - September 2019

    Created On: 09/15/2019 in Release Notes Older Releases
    Add new data types to projects While DocBoss supported 3 type of units (Major Tags, Tagged Equipment and Steel), users may now add additional unit/data types to their projects. You may then allocate equipment columns to the appropriate tabs. Typ...

  6. Project setup when customer sends a detailed document list (with numbers), instead of a list of doc codes

    Created On: 09/06/2019 in Docs Projects Project FAQ
    There is a temptation to upload the customer document list to the DocBoss CODE LIST, putting doc numbers as doc codes. This generally causes confusion in DocBoss as every card is linked to every piece of equipment (order level), and the outputs fo...

  7. Getting rid of ‘(Sheet 1 of 1)’ from Manual Cards

    Created On: 08/09/2019 in Docs Projects Set Up and Manage Cards Manual Cards
    "Sheet Adder" was created to allow users to count the number of sheets on the Manual Cards (i.e. sheet 1 of 1 if only one Card). Sheet Adder is included in the internal document number but it can be removed from the Project Fiel...

  8. Processing Returned Files from Customer

    Created On: 08/07/2019 in Docs Projects Workflow Incoming Documents
    Assign returned files to cards and add their return status.

  9. Auto-Reclaim Submittal

    Created On: 08/06/2019 in Docs Projects Workflow Outgoing Submittals
    Your browser does not support HTML5 video. The Auto-Reclaim feature allows users to complete the status of a document without uploading a new file. This is useful in situations where the customer approves a transmittal verbally or by email, b...

  10. Packages Layout

    Created On: 07/15/2019 in Docs Admin Customization
    In DocBoss now it is possible to set a default “Packages Layout” that can be used in all projects. To set the default layout for packages navigate to Settings > Customization > Package Layout Quick General Settings Compilation ...
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