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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.
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The last grid on the Outgoing Submittals page contains completed submittals.
Project Menu > Cards In/Out > Outgoing Submittals > Scroll to bottom of screen.
1) Submittal Details
Click on the tra...
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A distribution list defines the recipients of a transmittal. The list of names is typically included into the transmittal summary (depending on your transmittal template).
Topics
Add/apply distribution list on project
A...