Popular Articles

  1. Keep Hyphenated Values on a Single Line in Template Output

    If it is undesirable to have hyphenated values split between two lines on a template, a non-breaking hyphen can be used to prevent this (for example, to keep hyphenated tag numbers on a single line on a cover page). This can be accomplished manual...
  2. How do I transition to SSO without disrupting users?

    When you are ready to make the switch, please coordinate a meeting with our Support team. We will set up the integration using the domain [yourcompany]1.com. During that meeting we will remove the "1" from the domain name on our side (in our set...
  3. Store Material Test Reports (MTRs) in the Library

    Material Test Reports (MTRs) can be stored in the DocBoss library for use on individual projects. The benefits of this include: Separate workflow for users managing MTRs and users managing projects Central repository and master source ...
  4. Edit card history entries

    Users can now make edits to any of the fields in a historical entry. All changes are recorded, and the change log is visible by clicking the log icon beside any edited history entry. Identify manual history entries When m...
  5. Automated email reports from user profile

    To view and enable automated email reports, first navigate to your User Profile Scroll down to the Email Notifications area where several reports can be enabled and sent to you by email. Alerts Action Alert ...
  6. Apply eSignatures to Outgoing Submittal

    Step 3 of the eSignature process.
  7. Generate (or upload) eSignature Certificates

    Step 1 of the eSignature process.
  8. Distribution Lists

    A distribution list defines the recipients of a transmittal. The list of names is typically included into the transmittal summary (depending on your transmittal template). Topics Add/apply distribution list on project A...
  9. Turn Around Days

    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 ...
  10. Add Additional Equipment Type to Project

    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...