New Articles

  1. 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 variabl...
  2. 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...
  3. 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 ...
  4. Header and Footer Format

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

    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....
  6. Add Additional Equipment Type to Project

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

    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 + ...
  8. Release - September 2019

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

    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...
  10. Getting rid of ‘(Sheet 1 of 1)’ from 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...