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When users build card lists with levels, such as one card per tag for example, but later realize that one card covers multiple tags, there is no longer a need for the additional cards. Rather than leave the original cards as pending, DocBoss...
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Turn Around Days
Turn Around Days are used to determine the default count of working days for due dates. The settings for these can be adjusted on projects under Set Up > Main > Turn Around Days .
Here you can enter the default amount ...
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Create Copy
Copying a card is useful when you require an exact duplicate of a card i.e. the second card should be linked to exactly the same set of tags and codes, its is just a different file. An example might be a procedure card.
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You can save a compilation layout and use on future projects.
To Save from project
In the Edit Compilation screen, find the section Compilation Layout, Click Save As
The name of the Layout serves as the selection to be able to use i...
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How to Enable Manual Cards
To add manual cards to a project, you must first ensure the manual card module has been enabled in your project.
To find this option, navigate to Project menu > Set Up > Project Fields Template.
From here, ...
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DocBoss strives to help you avoid errors – as such, we don’t show the compilations in the outbound area until all documents are complete (by default). If you wish to transmit the TOC before all the documents have been fully approved, there is an i...
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To complete a project in DocBoss, navigate to the Main page in your project and click "Complete Project".
If all cards are in a status complete - Great! The project will be Completed.
If you have any cards not in a complete status (ie: ...
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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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Last Updated: 09/16/2024
in Docs Projects Project FAQ
If you have resubmitted a document and your customer decides they don't need it and asks you to just use the last approved document instead, how do you handle this in DocBoss?
The first step is to void the outgoing submittal.
Next, na...
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DocBoss offers a Default Transmittal Template for all companies. Did you also know that you add your company logo to the generated output?
To Get Here:
Click Settings
Click Output Templates
Scroll to bottom of page
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