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Documents that are available for submission (based on workflow) will automatically move to a queue located on the outgoing submittals screen. The grid in which they appear depends on the workflow target. By default, it is the customer.
To G...
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When receiving submittals with many files, users may want to use bulk processing to bring incoming documents into DocBoss. Instead of users individually dragging files into each card, DocBoss will attempt to automatically match each file to the ap...
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Created On: 01/25/2018
in Docs Projects SDI Reports
If you want the ability to submit and manage an Index Report in DocBoss you must link the SDI Report to a Document Card.
Step 1 - Ensure Doc Code is set to Type = SDI Report
Navigate to Code List (Requirements)
On the Doc Code fo...
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Created On: 01/25/2018
in Docs Projects SDI Reports
An SDI Report is a listing that details the full scope of documentation for a specific project. It could also be referred to as a Document Register, or Document Index. Some customers have this as part of their documentation requirements. They m...
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DocBoss can use your traceability information to create MTR packages. The decision on which method will depend on the type of management you are doing.
I am a Fabricator / Manufacturer
You purchase secondary steel (bars, plates etc) ...
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When DocBoss regenerates a compilation (only in the case where it is lined to a code), the process includes updating the active file in the linked cards.
But - what if you have already received an approved compilation back from your custom...
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If you want to use the DocBoss generated version of the Compilation and/or the TOC for your submission, you must attach it to the applicable Doc Code in the Requirements grid.
Navigate to the Code List
Step 1 Set applicable Doc Co...
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Custom Levels
We use custom levels to subdivide and classify your units when there are alternate requirements past the default levels we automatically provide.
Assume the requirement for packing slips. If you have many items, they may ship...
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To Get Here:
In your project - Click Main Project Drop Down
Click Index Reports & Compilations
In Compilations List Grid, click the edit icon of applicable Compilation
Scroll to section "Table of Contents and Bookmarks sect...
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Compilations are a collection of documents combined into a single PDF output. Generally referred to as databooks, manufacturing record books, dossiers etc.. They generally require bookmarks, hyperlinks, tables of contents, sections and more.
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