Popular Articles

  1. Adjust Default Table of Contents Styling

    The LaTeX template can be adjusted by changing some of the values in the template. Sections Add vertical space before and after each section \newcommand{\bolditem}[7]{% \\[10pt] - before section \tocitem{#1}{#2}{#3}{\tex...
  2. Multi Factor Authentication (MFA) for Users

    Enable To enable Multi-Factor Authentication (MFA) your security enabled user should navigate to the security settings screen. Note that only the users with security settings will see this interface. Admin > Security Settings. Setti...
  3. Packages Layout

    In DocBoss now it is possible to set a default “Packages Layout” that can be used in all projects. To set the default layout for packages navigate to Settings > Customization > Package Layout Quick General Settings Compilation ...
  4. Disable Equipment

    To delete/disable equipment from your equipment list, there are a couple of options. For single changes, you can click the delete icon. For multiple pieces of equipment, you can select them using the select boxes then click Disable S...
  5. Create a Weld Log (and generate weld cert/weld procedure packages)

    The weld log will allow you to include welder certificates and weld procedures (cross referenced to welds) in the tag specific quailty packages. Or - you can prepare separate packages for the certs/procedures with the cross references to all tags....
  6. Release - Oct 2022

    Workflow Parallel Routing: Select multiple users per role Users may now assign routing to multiple people for each role. All users must complete the review for it to proceed to the next role. 1 - each user appears in a removable bloc...
  7. Bulk Complete Actions (Routings)

    When working with a large number of assigned actions, users may prefer to complete actions in bulk. This also has other applications such as completing actions on behalf of another user. This option must first be enabled under the user's pro...
  8. Edit Library Cards

    Edit library cards (individual or bulk).
  9. Can my customer use DocBoss to markup documents?

    We've had customers ask if their customers might use the review functions - avoiding submittals entirely. Here are our thoughts: The routing doesn't have the same level of historical reporting. With submittals, the date out, date return...
  10. Expected cover pages: In from Supplier/internal

    When processing files returned from the customer, DocBoss expects that the page count has NOT changed. All details are explained here . BUT, when processing documents returned from supplier default "expected cover pages" value is always set t...