New Articles

  1. Table of Contents Layout Examples

    Created On: 02/27/2024 in Docs Projects Compilations Regular Options and Layout
    This article includes examples of the table of contents layout with different depth values and structure options. Example 1 Table of Contents and Bookmarks sections options Depth of TOC: 3 Depth of TOC numbering: 3 Sta...

  2. Import/Edit Project Doc Code List via CSV

    Created On: 02/26/2024 in Docs Projects Set Up and Manage Code List (Requirements)
    To import/edit a project doc code list via CSV, navigate to the Code List (Requirements) screen and select Upload Data via CSV . The upload file must contain the same fields (in the same order, with the same spelling) as in the template from...

  3. Release Notes - January 2024

    Created On: 01/30/2024 in Release Notes Current Releases
    Improvements to the library and document viewer, and more.

  4. Bulk Complete Actions (Routings)

    Created On: 12/28/2023 in Docs Projects Workflow Routing and Actions Assign and Complete Actions
    When working with a large number of assigned actions, users may prefer to complete actions in bulk. This also has other applications such as completing actions on behalf of another user. This option must first be enabled under the user's pro...

  5. Format Import Companies in XLS

    Created On: 12/28/2023 in Docs Companies and Contacts Company Setup
    This article is a guide for formatting the Excel Import file for bulk adding/editing companies. To get here, from the system menu, select Lists > Companies > Excel Import/Export . Steps: Download the template from Export Excel fi...

  6. Temporary Cards

    Created On: 12/20/2023 in Docs Projects Set Up and Manage Cards Temporary Cards
    Temporary cards Creating a temporary card allows users to track two workflows, and combine them back together after the temporary workflow is completed. For example, if a drawing is returned from the customer with status “Approved with Comments...

  7. Release Notes - December 2023

    Created On: 12/18/2023 in Release Notes Current Releases
    Temporary cards, enhanced revision tracking, bulk match test options, and more.

  8. Document Index by Tag (SDI Report by Tag)

    Created On: 12/14/2023 in Docs Projects SDI Reports Advanced
    Sometimes we are trying to generate a document index by equipment: This option for SDI Report templates combines the list of equipment units with card metadata in a pivot-style output by doc code. List of equipment units ...

  9. Excel Parameter to Show Changes on SDI Report

    Created On: 11/16/2023 in Docs Projects SDI Reports Advanced
    A new parameter, FormatOnChange[cell] , is available for document index (SDI report) templates. This parameter highlights changes in data since the previous SDI report submission. Setup This can be used for any variables that have the ...

  10. Affiliate Best Practices and Maintenance

    Created On: 10/16/2023 in Docs Companies and Contacts Affiliates
    Best Practices Adding Companies Use an external reference ID for new companies from a shared business system. This avoids duplicates being added with alternate spellings. DocBoss will warn you if the name it is exactly the same but if the...
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