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This article explains how to format an equipment list file for upload using the horizontal layout feature.
Topics
Set up import file
Add equipment units
Define sub-line lettering
Working with incomplete equipment lists ...
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If using stage lists with multiple stages, it is possible to assign a different routing scenario to each stage the documents pass through.
First, ensure the correct Stage List is selected for the doc code (or card). If needed, save to apply t...
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Last Updated: 08/01/2024
in Release Notes Older Releases Working in the Project
Uploading Files
Upload multiple files to a card
Assign active, native AND comment files from the file staging area (multi drag/drop). Click here for more information.
Exceptional file handling (skip processing) ...
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Last Updated: 08/01/2024
in Release Notes Older Releases Unlimited Equipment Fields
You may now add an unlimited number of global and project specific equipment fields.
Details are available here.
Data Inheritance
Inherit data from Major Tag columns to Tagged Equipment units
Inherit data ...
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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...
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The Crop and Lock and Screen Ruler tools available with the Microsoft PowerToys collection can be used to more efficiently convert Word files to Excel templates. To use these tools effectively, first you must convert the received template fro...
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The compilations system is built around auto-generated cards (using levels to connect all the data).
If a compilation has to be generated by Major Tag and the cards included in it have been created using both levels of equipment (Major Ta...
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Last Updated: 09/16/2024
in FAQ General FAQ
VDI 2770 is a German standard for final submittal of vendor documentation. The focus is on FINAL PACKAGES, not the day-to-day submittals for approval etc.
The goal of VDI compliance is to create a stand alone package PER TAG. There will be many...
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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.