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Last Updated: 06/24/2025
in Docs Projects Compilations SendInstructions for regenerating a compilation, and steps to take if/when the regenerate button is not available.
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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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If individual files from a package are returned in the packaged format, they should be attached to the packaged card and unpacked. To begin the process on unpacking, navigate to the incoming documents page ( Project Menu > Cards In/Out > Incom...
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You can test the cover page for any card.
First navigate to the card history screen. You can do this by clicking the history icon in the tools column of the card list for any specific card. Its nice to open a few cards with different tag lists ...
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Instructions for creating an internal approval status list, as well as adding and modifying statuses (both at the admin and project level).
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Custom Levels
We use custom levels to subdivide and classify your units when there are alternate requirements past the default levels we automatically provide.
Assume the requirement for packing slips. If you have many items, they may ship...
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Last Updated: 08/01/2024
in Release Notes Older Releases DocBoss has updated the document viewer to include updated navigation options, more flexibility, and extended markup options. See below for a detailed description of the new features.
New Viewer functions
Viewer navigation
Scroll (vertical) ...
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Instructions for grouping the compilation contents by a value from the equipment list (e.g., Item/Model, Tag No., etc.).
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Overview of why compilation cover pages are useful, and directions for adding into the compilation structure.
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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 ...