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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...
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You can save a compilation layout and use on future projects.
To Save from project
In the Edit Compilation screen, find the section Compilation Layout, Click Save As
The name of the Layout serves as the selection to be able to use i...
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When a compilation is generated without sub-packages, the output will be structured according to the data added to Document Codes and Sections :
Includes Sections and Doc Codes
And as per the depth settings and pattern selec...
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There may be some situations when a Card needs to be dismissed but the history and file still needs to be used in a different card.
e.g. A Merged Set which contain cards related to Tag1, Tag2, Tag3 was sent and reviewed by the customer. ...
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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 Docs LibraryEdit library cards (individual or bulk).
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Last Updated: 09/16/2024
in Docs Admin System SetupIndicate method of submittal delivery on templates.
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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 the top...
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In some cases, customers require that stamps are placed directly onto the document, rather than, or in addition to a cover page. DocBoss allows users to upload stamp templates, and stamp documents. The same variables as used on cover pages can be ...
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Current Files from a Single Project
Users can extract the most recent file from multiple cards via the Bulk Doc Download function on the card list.
Navigate to the card list for any project, select the card(s) you want to include in the ex...