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Created On: 04/22/2024
in Docs Projects Workflow Stages
By default, there are three system generated stage lists that are available in DocBoss: No Individual Submission IFI (No Return) IFA No Individual Submission Use this stage list for cards that do not need to be submitted to your cus...
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Our May 2024 release is packed with new features including lots of user-friendly changes to the interface, additional flexibility with stage lists, a learning mode, and Single Sign On.
Grid Updates
Filtering
The ability to filter dat...
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For companies with large collections of material test reports (MTRs) stored in the library, the easiest way to automatically attach these to a project's cards is through a query with pattern search.
Setup
Before following these steps, the fo...
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Material Test Reports (MTRs) can be stored in the DocBoss library for use on individual projects.
The benefits of this include:
Separate workflow for users managing MTRs and users managing projects
Central repository and master source ...
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Created On: 03/26/2024
in Docs Library Add additional library card fields and select which folder(s) they are available for.
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Created On: 03/08/2024
in Docs Projects Project FAQ
Save file as CSV (Comma delimited)
To get proper format of CSV file for further uploading to Docboss - please save your file using Save As ->CSV (Comma delimited) option.
Multiple values cell
If CSV file contains cells where multiple...
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If the customer provides a pre-established XLS template to use on a project, you can use it instead of using the default template. To use the XLS template, values will need to be replaced with general and/or section title page variables fr...
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In addition to sorting cards by TOC/Bookmark pattern (see article: Sort Cards in Compilation ), a compilation can be further organized by a value from the equipment list (e.g., Item/Model, Tag No., etc.) by using the sub-packages option....
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Compilations can be organized in many different ways. The following examples demonstrate the impact of different depth and structure settings on the table contents. For more information on the impact of the TOC/Bookmark pattern for cards, see th...
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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...