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Last Updated: 05/23/2025
in Docs Admin User ManagementInstructions for setting a user as a commercial contact (i.e., a user responsible for contract-related activities)
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For companies with large collections of material test reports (MTRs) stored in the library, the easiest way to automatically attach these to a project's cards is through a query with pattern search.
Setup
Before following these steps, the fo...
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Turn Around Days
Turn Around Days are used to determine the default count of working days for due dates. The settings for these can be adjusted on projects under Set Up > Main > Turn Around Days .
Here you can enter the default amount ...
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On the project fields template, navigate to the "Additional Unit Types" grid, and click the add option.
Once added, the new tab becomes available to assign display columns.
If you have major tags enabled, you may choose to link the...
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Assemblies group order detail by line numbers. In the case where you do not have any sub lines (a.b.c.d), they are exactly the same as the “Unit” fields. They come into play when your order detail contains sub lines (i.e. 1.a, 1.b).
Assembly...
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Overview of the five templates used in compilations, and the impact of the templates on the overall structure.
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Last Updated: 08/01/2024
in Release Notes Older Releases Add stamp to document
In some cases, customers require that stamps are placed directly onto the document, rather than the addition of a cover page. DocBoss now allows users to upload stamp templates, and stamp documents. The same variables as us...
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Last Updated: 06/23/2025
in Docs Projects Compilations CreateInstructions to create multiple compilations using any equipment field.
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This article explains the steps to applying stamps. Please keep in mind, for the stamps to show on the documents (not just a preview), they must be sent via outgoing submittals. It is during this process DocBoss adds the stamp you apply to the doc...
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Inherit data from Major Tag columns to Tagged Equipment units
When a user enables an equipment field for a major tag, data from that field will be available from the tagged and sub-unit grids (Steel).
For example:
Add a "Product Group" e...