New Articles

  1. Create Translation Cards

    Created On: 07/11/2019 in Docs Projects Set Up and Manage Cards Edit Cards
    DocBoss allows you to create and manage multiple versions of a single card. Generally - this is required when different language version of a card must be supplied/tracked. Add/Enable Language Custom Field on Project To begin, check the proj...

  2. Data Inheritance

    Created On: 07/10/2019 in Docs Projects Set Up and Manage Equipment List Advanced
    Inherit data from Major Tag columns to Tagged Equipment units When a user enables an equipment field for a major tag, data from that field will be available from the tagged and sub-unit grids (Steel). For example: Add a "Product Group" e...

  3. Add Custom Equipment Fields

    Created On: 07/09/2019 in Docs Projects Set Up and Manage Equipment List Advanced
    You may now add an unlimited number of global and project specific equipment fields. Global Equipment Fields When you set up global equipment fields they can be used in all your projects. The variables will remain constant, so you can create sta...

  4. Release - July 2019

    Created On: 07/05/2019 in Release Notes Older Releases
    Unlimited Equipment Fields You may now add an unlimited number of global and project specific equipment fields. Details are available here. Data Inheritance Inherit data from Major Tag columns to Tagged Equipment units Inherit data ...

  5. Review Expired Documents

    Created On: 06/20/2019 in Docs Library
    If you have assigned a Reviewing Option to your document, when it becomes due it will show a warning for the cards that need to be reviewed . To renew these documents, select the applicable document and click on edit. This gives you the a...

  6. Edit Library Cards

    Created On: 06/20/2019 in Docs Library
    Edit library cards (individual or bulk).

  7. Connect Library Documents to Doc Codes or Cards

    Created On: 06/20/2019 in Docs Library
    Attach library documents to project cards (individual or bulk).

  8. Matching Tag Numbers in Bulk Process

    Created On: 05/06/2019 in Docs Projects Workflow Incoming Documents Bulk Process
    If the file numbers are same as the tag numbers they could be easily matched in bulk process by DocBoss with the auto-created card number which automatically contains the tag number. But what if you have to include the same tags for two do...

  9. Auto-Creating Packages

    Created On: 05/06/2019 in Docs Projects Compilations Package
    Assume you have a drawing for each tag, but your customer requires that you submit only ONE PACKAGE containing all drawings (sorted by tag numbers). DocBoss makes this process easier by helping you manage each individual drawing (upload them ...

  10. Project Hub

    Created On: 04/30/2019 in Docs Multi-Project Screens Project Dashboard
    The single-project equivalent of the Project Dashboard.
Copyright © 2024 DocBoss. All rights reserved.