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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...
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Custom Levels
We use custom levels to subdivide and classify your units when there are alternate requirements past the default levels we automatically provide.
Assume the requirement for packing slips. If you have many items, they may ship...
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Last Updated: 04/17/2025
in Docs Projects Workflow Stages
Custom revision values can be set for each stage on any given stage list to suit your company's process and/or your customer's requirements. This custom value will define the first revision number, with subsequent revision numbers being set manu...
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Last Updated: 09/16/2024
in FAQ Resources
Use the list below to track which DocBoss features you want to learn more about, and click on the links to be redirected to the relevant articles. If you request advanced training from us, we can customize our course offerings based on your chosen...
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Step 2 of the eSignature process.
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The default sorting of the Cards in a Compilation is set by the value selected on TOC/Bookmark pattern for cards field.
If the selected pattern is "Reference", the Cards inside the Compilation will be sorted by the Card Referenc...
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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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To eliminate malicious file uploads, DocBoss maintains a list of uploadable file types.
If your file is not on this list, you will receive an error on upload. If the file is valid, please contact support. Once we manually validate the file type...
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DocBoss can use your traceability information to create MTR packages. The decision on which method will depend on the type of management you are doing.
I am a Fabricator / Manufacturer
You purchase secondary steel (bars, plates etc) ...
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Usually when a copy or sheet is created from a card, the new card is expected to be a different, but related document. It is possible to create a full copy of a card (as a copy or as a sheet), including the active file and all of its history, foll...