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Last Updated: 08/01/2024
in Release Notes Older Releases Unlimited Equipment Fields
You may now add an unlimited number of global and project specific equipment fields.
Details are available here.
Data Inheritance
Inherit data from Major Tag columns to Tagged Equipment units
Inherit data ...
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Last Updated: 09/16/2024
in FAQ General FAQ
There are times when a project has been started outside of DocBoss, and you want all submittal history to be brought into the system. Maybe you just enrolled with DocBoss and have a large project just underway.
It is possible to recreate your s...
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Cards in DocBoss have a workflow associated with them. With proper setup and following procedures, DocBoss will automate the next required step in your card workflow.
Workflow Option: Submit
When you submit a document(s), you are c...
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If you want, you can change the Email Template that is used for any project.
To Get Here:
Project menu - (SetUp) Main, Scroll to Output Settings
The drop-down (beside each Type of submittal) lists the available templates you h...
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Consider the following scenario:
Doc Code = Q14 – Drawings
Level = Model
In your equipment list, you have
Unit 1: Model=ABC
Unit 2: Model=ABC
Unit 3: Model=DEF
During the auto-generation, DocBoss creates 2 cards. ABC...
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There are five different templates used in compilations. Users can upload / update templates in the template management area of the instance menu.
Available templates include the following:
Compilation Cover Page
The compilati...
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When a change is made to Order Detail, DocBoss will present only cards which will be VOIDED (considered Obsolete) by the order detail changes. This means that the reference which was previously used for that card no longer exists on the order deta...
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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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Last Updated: 04/21/2025
in Docs Projects Compilations Create
The compilations system is built around auto-generated cards (using levels to connect all the data).
If a compilation has to be generated by Major Tag and the cards included in it have been created using both levels of equipment (Major Ta...
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Step 4 of the eSignature process.