Popular Articles

  1. 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...
  2. User Permissions

    Permissions may only be managed from the Manage Users screen. Note that there is a View Permissions screen from the instance menu, but it is READ ONLY and is available to all user types. To edit user permissions, you must have an admin role....
  3. Project Profile Definitions

    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 ...
  4. Options for outgoing (submittal) notification emails

    Defaults The defaults for notifications are available in the general admin area and can be edited on the main settings area of each project. These settings may be defined for each target. These settings can all be edited/overridden on t...
  5. Quick Tips Videos

    The following are quick tip videos to further support our helpdesk articles and videos. These quick tip videos have been created based on frequently asked questions. Compilation Settings Edit Document Numbers via CSV (also includes ho...
  6. Initial Submission Dates

    When creating a new Project, the initial submission dates (original scheduled dates) are set by default to 10 days after order date indicated in Main. This can be changed from the Code List using reference date and delivery days columns o...
  7. Stage Abbreviation Adders (inside the status list)

    In DocBoss the stage name adder is the text that a customer wants to be included on the cover sheet, Specifically if the next revision of a document that they returned as Approved with comments or Rejected. For example they may ask you to in...
  8. Import/Edit Project Doc Code List via CSV

    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...
  9. Excel Parameter to Show Changes on SDI Report

    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. Split a card (and split equipment list)

    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 ...