New Articles

  1. Instance Default Settings General

    Created On: 01/26/2018 in Docs Admin System Setup
    Customize default settings for all projects.

  2. Adding Instance Logos

    Created On: 01/26/2018 in Docs Admin System Setup
    Add internal company logos for output on templates.

  3. List of Completed Submittals

    Created On: 01/25/2018 in Docs Projects Workflow Outgoing Submittals
    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 ...

  4. Distribution Lists

    Created On: 01/25/2018 in Docs Projects Workflow Outgoing Submittals
    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...

  5. Bulk Processing for Incoming Documents

    Created On: 01/25/2018 in Docs Projects Workflow Incoming Documents Bulk Process
    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...

  6. Linking an SDI Report to a Document Card

    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...

  7. Add an SDI Report to your project

    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...

  8. MTR Packaging & Management in DocBoss

    Created On: 01/25/2018 in Docs Library Material Test Report (MTR) Management
    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) ...

  9. Custom Levels

    Created On: 01/25/2018 in Docs Projects Set Up and Manage Equipment List Advanced
    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...

  10. Overview of Table of Contents Options

    Created On: 01/25/2018 in Docs Projects Compilations Options and Layout Table of Contents
    Information pertaining to the different options available to organize the TOC and contents of the compilation.
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