Popular Articles

  1. Comment sheets inside uploaded PDF files

    When you bring in a file from the customer and they return it with a comment page in the file, you can identify the comment page in the assignment screen. Once identified, DocBoss allows the user to determine the sequence of comment and markup she...
  2. Initial Submission Dates

    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...
  3. Combination Fields

    Create combination columns There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result. On the project template, you se...
  4. Example of an obsolete card

    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...
  5. Build Import File for Horizontal Layout

    This article explains how to format an equipment list file for upload using the horizontal layout feature. Topics Set up import file Add equipment units Define sub-line lettering Working with incomplete equipment lists ...
  6. Create Manual Cards (individual)

    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...
  7. Why do I see upload error on the assign screen?

    If one of your files is corrupt, or the PDF is incorrectly formed, we will report this by showing you an error in the file staging area of the assign screen. You can delete the offending file and reupload, or, if the problem persists, try prin...
  8. Individual Page Assign

    DocBoss allows the user to select individual pages from a multi-page pdf, and assign them to separate cards. Select and assign Click on Thumbnail OR Use selection on top left of thumbnail The selected pages will have a yellow bord...
  9. Release Notes - January 2024

    Improvements to the library and document viewer, and more.
  10. Compilation Sub-Packages

    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...