Popular Articles

  1. "File is Empty" Upload Error

    Sometimes users may receive a "File is empty" error message when trying to upload a file to DocBoss. Common issues and resolutions are listed below: The file does not contain any information (size is 0 kb) Ensure that the correct file is ...
  2. Major Tags

    Why Major Tags DocBoss maintains 2 levels of equipment - Major Tags, and Tagged Equipment. The decision to use major tag can be determined by the tagging hierarchy you are managing. If you have 2 levels of tagging (or more), you should be usi...
  3. Add Custom Equipment Fields

    You may now add an unlimited number of global and project specific equipment fields. Global Equipment Fields When you set up global equipment fields they can be used in all your projects. The variables will remain constant, so you can create sta...
  4. Introduction to Internal Approval

    Overview of the internal approval feature, including a common workflow example.
  5. How to Create Templates

    Steps for creating a template.  Must be in excel format Any cells where the output data is to be defined by DocBoss , must have applicable variable entered You must set your print area (remember to include the last column) ...
  6. Create Package of Cards

    Instructions for setting up a package code, and the associated impact on the card list. Guidance around uploading documents and submitting the package are also provided.
  7. Internal Doc Code List

    Add internal doc codes to use when customer lists are not provided or for mapping (cross-referencing) internal codes to customer codes.
  8. Obsolete Cards and How to Manage Them

    What is an obsolete card: When a locked card loses all of its linked units, it becomes obsolete. See " why would a card lose all of its linked units ?" Examples: If the Equipment List gets changed The Doc Code gets changed The set level...
  9. Doc Codes vs. Cards

    Overview of what differentiates a doc code from a card, and how they are related.
  10. Configure Doc Code List

    Overview of the key settings available for doc codes, and their impact on associated cards.