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Last Updated: 09/16/2024
in Docs Projects Project FAQ
When working with Sub-Suppliers, there are several options that can be enabled for DocBoss to help identify which documents belong to each sub-supplier and to make submittals and expediting easier.
Sub-Supplier List
When using auto...
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Compilations can be auto-generated per any equipment field by selecting a level for each doc code on Code List (Requirements) grid.
For instructions on how to set a level, see our article here.
Once the level is set, the compil...
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During the course of managing cards you define routing and transmittal requirements. This is typically managed by DocBoss as you upload documents to the system because you have already assigned your specific workflow instruction.
However – On...
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Last Updated: 09/16/2024
in 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...
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To Get Here:
In your project - Click Main Project Drop Down
Click Index Reports & Compilations
In Compilations List Grid, click the edit icon of applicable Compilation
Scroll to section "Table of Contents and Bookmarks sect...
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Ad-Hoc submittals are special, in that they do NOT affect the workflow of your documents. It is simply a way to get documents to anyone outside the company, recording they were sent, and leaving the status/stage etc unaffected.
They should be r...
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General recommendations
Although most of the basic Excel features are supported in templates for Docboss documents, not every feature can be used. There are also some differences when building templates that would be output as PDF (usually v...
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If it is undesirable to have hyphenated values split between two lines on a template, a non-breaking hyphen can be used to prevent this (for example, to keep hyphenated tag numbers on a single line on a cover page). This can be accomplished manual...
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Every submittal starts a Send/Receive pair which can be found in the Card History.
Each pair contains a history entry that if (Y) is enabled it will be included in the SDI Reports.
The system will set the send/return automatically bu...
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Last Updated: 09/16/2024
in FAQ General FAQ
Sometimes you may need to send a modified document while the current version is still being reviewed by the customer. An Example:
You send revision 0.
Someone at the customer side steps outside of the normal doc control process (sometimes ...