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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: 09/18/2024
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...
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If one of your files is corrupt, or the PDF is incorrectly formed, we will report this by showing you an error in the file staging area of the assign screen.
You can delete the offending file and reupload, or, if the problem persists, try prin...
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If it is undesirable to have hyphenated values split between two lines on a template, a non-breaking hyphen can be used to prevent this (for example, to keep hyphenated tag numbers on a single line on a cover page). This can be accomplished manual...
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Last Updated: 08/01/2024
in Release Notes Older Releases Major Feature - Approve Supplier Documents
In addition to tracking customer status for each card, you can now manage an internally focused approval process for supplier documents. You define a set of statuses, and when documents arrive from your s...
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Instructions for commonly requested modifications on the default LaTex TOC template.
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Instructions for creating and using a compilation layout, both at the system and project level.
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Last Updated: 04/21/2025
in Docs Projects Workflow Stages
After creating a stage list, stages can be added to suit your company's process. If you are looking to modify stages on a stage list mid-project, see our support article: Update/Change Stage List Mid-Project . To add a stage to a new stage lis...
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Last Updated: 09/16/2024
in FAQ Resources
DocBoss wasn't really designed to build source documents directly, but our document index templates certainly bring that thought forward.
Note:
- Files can be submitted as PDF and Excel
- Templates are uploaded as DOCUMENT INDEX type
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Last Updated: 06/30/2025
in FAQ General FAQ
If unsure where a card is, try out the troubleshooting steps below. Topics
Cannot find card in Incoming Documents
Cannot find card in Outgoing Submittals
Cannot find card in Card List
Card has incorrect document
Cannot fi...