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Setting up levels is one of the most important functions in DocBoss. Please review this article to learn more about how they can help you to build the Card List and link units to cards.
As you are aware, DocBoss has a set of DEFAULT leve...
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On the project fields template, navigate to the "Additional Unit Types" grid, and click the add option.
Once added, the new tab becomes available to assign display columns.
If you have major tags enabled, you may choose to link the...
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Inherit data from Major Tag columns to Tagged Equipment units
When a user enables an equipment field for a major tag, data from that field will be available from the tagged and sub-unit grids (Steel).
For example:
Add a "Product Group" e...
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There is a distinction in DocBoss between Comments and Markups .
Comments are not embedded in the document. They are a generic area to add descriptive text about the file. If specific reference to the document is required, markups are a bett...
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Last Updated: 08/01/2024
in Release Notes Older Releases Affiliates
Add time zone for affiliate
Previously, the time zone was configured for the entire instance. As affiliates are often used for parts of a company in different parts of the world, we have added the ability to set affiliate-specific tim...
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Last Updated: 08/01/2024
in Release Notes Older Releases
Compilations
Compilation and Package Presets
Users may preset the default settings for compilations and packages. These are created at the instance, and are selected on the project template. They are loaded onto the project at initiation. So...
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Last Updated: 08/01/2024
in Release Notes Older Releases Unlimited Equipment Fields
You may now add an unlimited number of global and project specific equipment fields.
Details are available here.
Data Inheritance
Inherit data from Major Tag columns to Tagged Equipment units
Inherit data ...
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Last Updated: 08/01/2024
in Release Notes Older Releases Add stamp to document
In some cases, customers require that stamps are placed directly onto the document, rather than the addition of a cover page. DocBoss now allows users to upload stamp templates, and stamp documents. The same variables as us...
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Last Updated: 09/03/2024
in Release Notes Older Releases
In the October 2023 release of DocBoss, we're introducing a range of options to further customize your outputs and save you time. These updates focus on streamlining your workflow and include improvements such as bulk user management, expanded fil...
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If employee names need to be displayed in a custom grid with specialized terms like Prepared by , Checked by , Approved by , they can be shown using the user roles from the Main setting screen. But if the review process is outside of DocBoss, u...