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Last Updated: 09/16/2024
in Docs Templates Email Templates
Fonts
Note that DocBoss uses pixels as the font size in our template dropdowns. The below chart can be used to make a correlation between pixels and points.
i.e if the expectation is a 10.5 pt font size, then in docboss int...
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Last Updated: 09/16/2024
in Docs Projects Compilations Package
Assume you have a drawing for each tag, but your customer requires that you submit only ONE PACKAGE containing all drawings (sorted by tag numbers).
DocBoss makes this process easier by helping you manage each individual drawing (upload them ...
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When working with card history, you will notice two options to reverting a file.
The first option is to "Revert File and meta data" . This option allows you to take a file and the meta data (Document number, revision, submission number, d...
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The Document Codes are types of documents that clients use as standard in all their projects. They do not represent "each" document.
Some of the most common Document Codes are:
From above example you can use "LST" document code for the Ve...
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On auto-created cards, you can split a card into two, and assign specific units to each card.
Navigate to the card list, and click the split icon.
From the pop up, click create new card.
The internal references for the cards will ...
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Overview
In DocBoss, the Code List (Requirements) screen shows the list of document types that will be managed on the project. This list is often provided by the customer. If the customer does not have their own doc codes, users can add co...
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Assign active, native AND comment files from the file staging area (multi drag/drop)
When assigning files, if the user multi-selects 2 or more files and drags them onto a card, DocBoss will ask for the destination for each file. This allows you...
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When DocBoss auto-generates cards (based on your selected LEVEL), it creates ALL possible cards. In some cases, not all cards are applicable for the doc code in question.
Assume a customer has requested pressure tests from a seller of instr...
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The Project Profile is a section of the Project Set Up > Main screen. This section is for your customer (the company to whom you are submitting the documentation), all applicable transaction numbers, the End User (if applicable) and the order ...
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The document revision settings for a project are set under Set Up > Main > Document Revision Settings . By default, DocBoss allows you to manage one revision number (primary doc rev), however you have the ability to manage two by enabling the...