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You can save a compilation layout and use on future projects.
To Save from project
In the Edit Compilation screen, find the section Compilation Layout, Click Save As
The name of the Layout serves as the selection to be able to use i...
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The Prices & Estimates feature is designed to provide a detailed pricing estimate for the documentation fees related to a project.
Once the project has been set up with the required information (Doc Codes with Levels and Equipment) and the ca...
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Why Major Tags
DocBoss maintains 2 levels of equipment - Major Tags, and Tagged Equipment.
The decision to use major tag can be determined by the tagging hierarchy you are managing. If you have 2 levels of tagging (or more), you should b...
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As projects progress, often there are changes which happen to required equipment. DocBoss supports those and helps you manage the changes to your document cards.
Why does DocBoss monitor changes to equipment?
All Auto-Generated cards are dir...
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Navigate to the Equipment List
Equipment (with related tags) must be entered into DocBoss to enable card creation.
Navigate to Equipment List
Project Hub > Equipment: Equipment List
Select Tagged Eq...
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DocBoss offers a Default Transmittal Template for all companies. Did you also know that you add your company logo to the generated output?
To Get Here:
Click Settings
Click Output Templates
Scroll to bottom of page
...
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Created On: 01/26/2018
in Docs Admin User Management
How to get here:
These options are only available from the Manage Users screen.
To Add : Above the grid, click Add User.
To Edit : Click the edit icon (tools column) for the specific user.
To Disable : Click the disabl...
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Created On: 01/26/2018
in Docs Admin System Setup Indicate method of submittal delivery on templates.
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Created On: 01/26/2018
in Docs Admin System Setup Customize default settings for all projects.
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Created On: 01/26/2018
in Docs Admin System Setup Add internal company logos for output on templates.