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Last Updated: 09/16/2024
in FAQ Resources
DocBoss wasn't really designed to build source documents directly, but our document index templates certainly bring that thought forward.
Note:
- Files can be submitted as PDF and Excel
- Templates are uploaded as DOCUMENT INDEX type
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Compilations can be auto-generated per any equipment field by selecting a level for each doc code on Code List (Requirements) grid.
For instructions on how to set a level, see our article here.
Once the level is set, the compil...
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Last Updated: 09/16/2024
in Docs Projects SDI Reports Advanced
To run an SDI report for multiple projects, you will need to have assigned the "Job" to each of the projects you want to include in the report. For information on creating and assigning jobs, see our article here.
Once you have assigned ...
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Secondary Doc Codes can only be added to Manually created Cards. Secondary codes cannot be added to auto-generated cards.
When creating a manual card, the secondary code(s) can be chosen in the "Create a New Manual Card" screen, as shown bel...
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During the course of managing cards you define routing and transmittal requirements. This is typically managed by DocBoss as you upload documents to the system because you have already assigned your specific workflow instruction.
However – On...
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If the file numbers are same as the tag numbers they could be easily matched in bulk process by DocBoss with the auto-created card number which automatically contains the tag number.
But what if you have to include the same tags for two do...
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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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Sometimes, you customer gives you a rather GENERIC doc code. But - in your company, there are several separate documents which correspond to that code, and you want to manage them all separately (so you can keep track of the ones you are missing e...
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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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In some projects, the table of contents template requested is project specific. For these situations, instead of using the default system format, the table of contents can be built in Excel using Section Title Page variables.
Se...