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Assign returned files to cards and add their return status.
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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...
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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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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...
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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...
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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...
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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 ...
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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...
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Created On: 06/20/2019
in Docs Library
Edit library cards (individual or bulk).
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Created On: 06/20/2019
in Docs Library
Attach library documents to project cards (individual or bulk).