The following list contains the videos created to support our helpdesk articles with detailed examples and instructions that will help our users complete their project set up and document control.
You can access to DocBoss channel on Vimeo by clicking here. Or choose to see any of our specific videos from the below list:
1 - Add Customer to DocBoss: https://vimeo.com/121257966
How to: set up a new customer, add customer code lists, and add customer return status lists
2 - Starting a New Project in DocBoss: https://vimeo.com/121261785
How to: create a new project and fill out the project Main settings
3 - Auto-Creation of Document: Registers: https://vimeo.com/121268436
How to: add doc codes to a project, set levels in the project code list, and add an equipment list
4 - Trimming Auto-Created Registers: https://vimeo.com/121301288
How to: set cards as unrequired in the Card List and automatically set cards as unrequired with a query
5 - Manual Cards: https://vimeo.com/410162006How to: enable manual cards, add individual manual cards, and add manual cards in bulk via CSV
6 - DocBoss Workflow and Status (Routing and Transmittals): https://vimeo.com/124564740
How to: understand the routing and submittal features in DocBoss
7 - Working with Stages: https://vimeo.com/363395448
How to: create stages and assign them to doc codes
8 - Create Compilations in DocBoss: https://vimeo.com/152017558
How to: create compilations (databooks), structure compilations, customize compilations, create multiple compilations, and link compilations to doc codes for submittal to customers
9 - Upload Documents & Assign Workflow to DocBoss: https://vimeo.com/217522905
How to: bring files into DocBoss through Incoming Documents, assign files to cards, view card history, and use bulk processing (to automatically match files to cards)
10 - Assign Individual Pages: https://vimeo.com/380021039
How to: split pages of a single file into separate cards
11 - Stamps: https://vimeo.com/380305558
How to: upload a stamp template, choose the stamp template for a project, set default cover page/stamp options per doc code, and apply stamps
12 - Using Custom Levels to Create Procedure Registers: https://vimeo.com/104269961
How to: create custom levels available for all projects, import custom levels to a project, use major tags with custom levels, link equipment to custom levels' references (manually or with a query), and apply a custom level to a doc code
13 - Outstanding Actions: https://vimeo.com/375517481
How to: use routing to assign actions to DocBoss users, complete outstanding actions, and configure email reports for outstanding actions
14 - How to create a Quote in DocBoss: https://vimeo.com/535050151
How to: use the Prices & Estimates module to create a quote for documentation charges (to provide to customers)
15 - Managing Material Test Reports (MTRs): https://vimeo.com/392512133
How to: use the library feature to manage MTR documents
15.1 - MTR Management for Pipe Suppliers: https://vimeo.com/794679495
16 - Vendor/Supplier Portal: https://vimeo.com/501744793
How to: log into the supplier portal (for sub-suppliers) and upload documents to a project (as a sub-supplier)
17 - Templates: https://vimeo.com/503496755
How to: create templates, download sample templates, add variables, and add a list of document history entries to cover page templates
18 - Internal Approval: https://vimeo.com/520162787
How to: add an Internal Approval stage (where internal users complete a full approval/rejection cycle for sub-supplier documents)
19 - Packing & Unpacking: https://vimeo.com/555424022
How to: create packages and unpack returned package documents into individual cards
20 - Custom Card Fields: https://vimeo.com/555426158
How to: add custom card fields in admin, enable custom card fields on a project, and view custom card fields in the Code List and Card List
21 - Custom Equipment Fields: https://vimeo.com/555427576
How to: add custom equipment fields in admin, enable/add new custom equipment fields in project, use a custom equipment field as a doc code level, create combination fields, and add additional unit types
22 - Major Tags: https://vimeo.com/566624712
How to: enable major tags, use custom equipment fields with major tags, and add major tag values to a project
23 - Markups: https://vimeo.com/569081460
How to: add, edit, and delete annotations using the document viewer