New Articles

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

    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...
  2. Creating Cards with Custom Equipment Lists

    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...
  3. Duplicate a Code

    Sometimes, you customer gives you a rather GENERIC doc code. But - in your company, there are several separate documents which correspond to that code, and you want to manage them all separately (so you can keep track of the ones you are missing e...
  4. Managing number of pages on returned documents

    When processing files returned from the customer, DocBoss expects that the page count has NOT changed. DocBoss knows: Total pages sent (expected pages for return) i.e. 4 Total pages of the actual document i.e. 3 Total cover pages added...
  5. Add Compilation Cover Page

    Overview of why compilation cover pages are useful, and directions for adding into the compilation structure.
  6. 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...
  7. 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 ...
  8. Header and Footer Format

    Headers and footers can be added to documents to provide information consistently on every page. In addition to automatically generated page numbering, this feature can be used to display document-specific information (e.g., card name, doc no., eq...
  9. 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....
  10. 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...