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The horizontal upload feature works a bit differently than the standard DocBoss equipment upload process. For troubleshooting tips, see the topics below.
No option to enable horizontal upload on CSV import
Horizontal layout is only av...
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Single Sign On (SSO) is available for DocBoss. If enabled, users with the company domain will be redirected to their identity provider to sign in to access DocBoss. The instructions below outline how to set up SSO and SCIM with DocBoss when using ...
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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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Last Updated: 09/16/2024
in Docs Projects SDI Reports Advanced
A new parameter, FormatOnChange[cell] , is available for document index (SDI report) templates. This parameter highlights changes in data since the previous SDI report submission.
Setup
This can be used for any variables that have the ...
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Definitions
- Due Dates are the dates when the documents are scheduled to be submitted to customer (if card is with customer and there is a date in this field, it is intended for the next submittal).
- Expected dates are the dates when the ...
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It is often useful to identify which cards have changed when resubmitting a package or compilation to your customer. With a revision index page, DocBoss will check each card included in the package/compilation. If the card has changed (identified ...
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Step 2 of the eSignature process.
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The LaTeX template can be adjusted by changing some of the values in the template.
Sections
Add vertical space before and after each section
\newcommand{\bolditem}[7]{%
\\[10pt] - before section
\tocitem{#1}{#2}{#3}{\tex...
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Last Updated: 09/16/2024
in Docs Admin Security
Enable
To enable Multi-Factor Authentication (MFA) your security enabled user should navigate to the security settings screen. Note that only the users with security settings will see this interface.
Admin > Security Settings.
Setti...
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Last Updated: 09/16/2024
in FAQ General FAQ
Key Terms
Code / Status / State > Doc Codes
The Doc Code List is a list of codes used by your customer on their project. The data entered in this area is available to use on any project. You may have as many Doc Code Lists as ...