Popular Articles

  1. Table of Contents

    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...
  2. Marking cards as required / not required

    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...
  3. Formatting HTML email templates (and signatures)

    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...
  4. Using Regular Expressions (Create Cards and Match)

    RegEx (regular expression) patterns are a standard type of coding used to match text. In DocBoss, we use RegEx to parse card metadata from the file names when using the Create Cards and Match  feature. Formatting patterns Common examples ...
  5. Markups on documents

    DocBoss supports viewing and adding document markup. The assign screen, the assign pop up, and the outstanding actions interface all support annotations. You can add markups to files when you upload them to DocBoss. These consist of annotations...
  6. Edit 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...
  7. Set Date Format

    Date formatting can be set in Docboss in three places: On specific projects, under Project > Set Up > Main On Project Templates, under Project Settings > Date Format Under Admin, for the whole system To see the current date settings for...
  8. Create an NDE log (and generate quality packages)

    Project Template Create "NDE log" as an Additional Data Type . Add columns Drawing Number Weld ID *Test Type (MPI, Visual, Radiographic) Test / Certificate number Sub-Supplier (Fabricator) COMBO level: Drawing Number + ...
  9. Internal Approval Cycle

    Internal approval is often of interest to companies who are doing some engineering on behalf of their customer. They want to work with their suppliers to ensure the documents are correct, prior to sending them on to their customer. When enabled...
  10. Copy Card with History

    Usually when a copy or sheet is created from a card, the new card is expected to be a different, but related document. It is possible to create a full copy of a card (as a copy or as a sheet), including the active file and all of its history, foll...