New Articles

  1. Comments (workflow specific)

    Created On: 12/27/2019 in Docs Projects Workflow Comments, Markup, and Stamps
    There is a distinction in DocBoss between Comments and Markups . Comments are not embedded in the document. They are a generic area to add descriptive text about the file. If specific reference to the document is required, markups are a bett...

  2. Affiliate Companies

    Created On: 12/05/2019 in Docs Companies and Contacts Affiliates
    Topics Overview Add affiliate companies Assign project to affiliate Affiliate user access Assign licenses per affiliate Update user access Customization per affiliate Project Templates A...

  3. Project Setup: Quick List of Steps

    Created On: 12/02/2019 in Docs Projects
    Summary of steps to set up a new project.

  4. Set Custom Revision Numbers (Per Stage)

    Created On: 12/02/2019 in Docs Projects Workflow Stages
    Custom revision values can be set for each stage on any given stage list to suit your company's process and/or your customer's requirements. This custom value will define the first  revision number, with subsequent revision numbers being set manu...

  5. Testing Cover Pages

    Created On: 11/27/2019 in Docs Templates PDF/CSV/XLS Templates Upload and Test
    You can test the cover page for any card. First navigate to the card history screen. You can do this by clicking the history icon in the tools column of the card list for any specific card. Its nice to open a few cards with different tag lists ...

  6. Add Company Doc Code Lists

    Created On: 11/26/2019 in Docs Companies and Contacts Company Setup
    Add doc code lists to companies for use on projects.

  7. How can I upload an older revision of a document?

    Created On: 11/19/2019 in FAQ General FAQ
    Sometimes you may need to send a modified document while the current version is still being reviewed by the customer. An Example: You send revision 0. Someone at the customer side steps outside of the normal doc control process (sometimes ...

  8. Set Cover Page and Stamp Preferences per Doc Code/Card

    Created On: 11/18/2019 in Docs Projects Set Up and Manage Code List (Requirements)
    Doc Code Cover Page/Stamps Options and Templates Users can define the metadata method for each doc code: Cover Page/Stamps Option: Cover page only (no stamp) Stamp, else cover page: System will prompt the user to place a stamp. If t...

  9. Create multiple SDI reports for one project using Worksheet parameter

    Created On: 11/14/2019 in Docs Projects SDI Reports Advanced
    You may have been asked by your customer to submit a unique SDI report for each Tag, or each PO (if multiple PO's on same DocBoss project). DocBoss doesn’t support a full SDI based on a level. There are many questions about documents which appl...

  10. Creating Cards with Custom Equipment Lists

    Created On: 11/08/2019 in Docs Projects Set Up and Manage Code List (Requirements)
    Setting up levels is one of the most important functions in DocBoss. Please review this article to learn more about how they can help you to build the Card List and link units to cards. As you are aware, DocBoss has a set of DEFAULT leve...
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