-
Last Updated: 09/16/2024
in FAQ General FAQ
If you document looks strange in the viewer after upload, it is usually due to a TYPE 1 Postscript font. These fonts are being depreciated by all systems, and will no longer be supported by Adobe as of January 2023 . The most typical example we s...
-
A distribution list defines the recipients of a transmittal. The list of names is typically included into the transmittal summary (depending on your transmittal template).
Topics
Add/apply distribution list on project
A...
-
Last Updated: 09/16/2024
in Docs Projects Workflow Stages
In order to bring a stage list into any project and have it available for any future projects, it must be created at the Admin level.
If you create a stage list in the admin area AFTER you created your project, you can "import it" in...
-
Last Updated: 09/18/2024
in Docs Projects Project FAQ
Default Grid Row Colors
There are two default grid colors that will appear in the Card List in the following situations:
Red - If expected return of card is after due date.
The system compares the Due date and Expected Date columns a...
-
The default sorting of the Cards in a Compilation is set by the value selected on TOC/Bookmark pattern for cards field.
If the selected pattern is "Reference", the Cards inside the Compilation will be sorted by the Card Referenc...
-
To eliminate malicious file uploads, DocBoss maintains a list of uploadable file types.
If your file is not on this list, you will receive an error on upload. If the file is valid, please contact support. Once we manually validate the file type...
-
Last Updated: 09/16/2024
in Docs Projects Project FAQ
There is a temptation to upload the customer document list to the DocBoss CODE LIST, putting doc numbers as doc codes. This generally causes confusion in DocBoss as every card is linked to every piece of equipment (order level), and the outputs fo...
-
Last Updated: 09/16/2024
in Docs Projects Project FAQ
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....
-
Last Updated: 08/01/2024
in Release Notes Older Releases Automated Expediting
The core function for this release is our expediting module!
DocBoss now allows users to expedite overdue cards from any project to any of the following groups (targets):
Customers
Suppliers
3rd Parties
Outstanding...
-
Last Updated: 08/01/2024
in Release Notes Older Releases Security
New permission required to access security settings.
This must be enabled by the DocBoss team, based on direction from the managing user.
User Multi-factor Authentication
For a full description of user side MFA, see this pa...