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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.
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...
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 ...
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...
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...
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...
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 ...
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...
Edit Library Cards

Created On: 06/20/2019 in Docs Library

Edit library cards (individual or bulk).
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).