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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 + ...
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When a document it is returned by the customer with a status that have "stage complete" and this is the last or only stage, the cards it is marked as complete:
Once a card it is marked as complete, there is no further workflow expected....
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Last Updated: 09/16/2024
in Docs Admin Customization
Outgoing file name formats can be created using variables and text but all file names should follow a "safe" rule list.
Once files are uploaded to DocBoss, the media where these are stored have limitations to the allowed naming of files. There...
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Doc Code Cover Page/Stamps Options and Templates Users can define the metadata method for each doc code: Cover Page/Stamps Option: Cover page only (no stamp)
Stamp, else cover page: System will prompt the user to place a stamp. If t...
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What is a Project Field Template?
A Project Field Template allows you to define some default settings for your project
Create a New Project Field Template
Navigate – Admin > (Customization) Project Templates
Step 1 Click “+...
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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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Users may now add manual cards to their projects, even when just using the tagged equipment units.
First - ensure the manual card module has been enabled on your project .
Add Cards
To add an individual card, click the + in...
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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...
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Assign active, native AND comment files from the file staging area (multi drag/drop)
When assigning files, if the user multi-selects 2 or more files and drags them onto a card, DocBoss will ask for the destination for each file. This allows you...
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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 ...