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Last Updated: 09/16/2024
in Docs Projects Project FAQ
Save file as CSV (Comma delimited)
To get proper format of CSV file for further uploading to Docboss - please save your file using Save As ->CSV (Comma delimited) option.
Multiple values cell
If CSV file contains cells where multiple...
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Last Updated: 09/16/2024
in Docs Projects SDI Reports Advanced
Sometimes we are trying to generate a document index by equipment:
This option for SDI Report templates combines the list of equipment units with card metadata in a pivot-style output by doc code.
List of equipment units
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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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Current Files from a Single Project
Users can extract the most recent file from multiple cards via the Bulk Doc Download button on the card list.
Navigate to the card list for any project, select the card you want to include in the export ...
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Users of different groups, project types or affiliates may wish to have different default settings apply to new compilations and packages.
DocBoss uses presets to define various setting defaults for NEW compilations and packages created on a gi...
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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...
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AS : After shipment (based on ship date on equipment list/major tag) BS : Before shipment (based on ship date on equipment list/major tag) AO : After order (based on order date on setup>main) ARAD : After receipt of approved Drawin...
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Step 1 of the eSignature process.
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Last Updated: 09/16/2024
in Docs Library
If you have assigned a Reviewing Option to your document, when it becomes due it will show a warning for the cards that need to be reviewed .
To renew these documents, select the applicable document and click on edit. This gives you the a...
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Create dashboard tiles with stats from groupings of projects.