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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 Articles Library Instructions for adding additional library card fields and selecting which document type(s) they are available for.
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Created On: 03/08/2024
in Articles 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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Instructions for setting up and using a provided .xlsx TOC template.
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Instructions for grouping the compilation contents by a value from the equipment list (e.g., Item/Model, Tag No., etc.).
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Examples to demonstrate the impact of available TOC organization options.
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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 profile...
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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...
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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, Resubmit”, the use...