Popular Articles

  1. Linking an SDI Report to a Document Card

    Last Updated: 09/16/2024 in Docs Projects SDI Reports
    If you want the ability to submit and manage an Index Report in DocBoss you must link the SDI Report to a Document Card. Step 1 - Ensure Doc Code is set to Type = SDI Report Navigate to Code List (Requirements) On the Doc Code fo...

  2. Document History

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage History
    The history of all cards is actively captured in DocBoss. You have the ability to view all previous versions of the document. Clicking the History icon (from the Tools column) will open the History in a new window. The new wi...

  3. Split a card (and split equipment list)

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Cards Edit Cards
    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 ...

  4. Edit Equipment

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Equipment List Manage Equipment
    As projects progress, often there are changes which happen to required equipment. DocBoss supports those and helps you manage the changes to your document cards. Why does DocBoss monitor changes to equipment? All Auto-Generated cards are dir...

  5. Sending documents via Ad-Hoc

    Last Updated: 09/16/2024 in Docs Projects Workflow Outgoing Submittals Advanced
    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...

  6. Regenerate Compilation

    Last Updated: 04/17/2025 in Docs Projects Compilations Send
    Compilations can be re-generated on the Edit Compilation screen where they are created , and they can also be re-generated on the Code List. Note that the Compilation must first be attached to the Code. Navigate to Project Menu > Cards > Co...

  7. Excel Parameter to Show Changes on SDI Report

    Last Updated: 09/16/2024 in Docs Projects SDI Reports Advanced
    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 ...

  8. Due Date & Expected Date

    Last Updated: 09/16/2024 in Docs Projects Set Up and Manage Due Dates
    Definitions - Due Dates are the dates when the documents are scheduled to be submitted to customer (if card is with customer and there is a date in this field, it is intended for the next submittal). - Expected dates are the dates when the ...

  9. Connect Library Documents to Doc Codes or Cards

    Last Updated: 09/16/2024 in Docs Library
    Attach library documents to project cards (individual or bulk).

  10. Project Hub

    Last Updated: 09/16/2024 in Docs Multi-Project Screens Project Dashboard
    The single-project equivalent of the Project Dashboard.
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