Popular Articles

  1. Build Import File for Horizontal Layout

    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 ...
  2. Apply Different Routing Scenarios Per Stage

    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...
  3. Release - August 2021

    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) ...
  4. Release - July 2019

    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 ...
  5. 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...
  6. Using Crop and Lock and Screen Ruler to Help Convert Templates

    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...
  7. Compilations per Major Tag (Manual Level)

    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...
  8. How can I make my final books VDI 2770 compliant?

    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...
  9. Add a revision index to packages and compilations

    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 ...
  10. Set eSignature requirements per Doc Code (or Card)

    Step 2 of the eSignature process.