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Last Updated: 09/16/2024
in Docs Admin User ManagementCorrect CSV data not showing as separate columns.
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"Sheet Adder" was created to allow users to count the number of sheets on the Manual Cards (i.e. sheet 1 of 1 if only one Card).
Sheet Adder is included in the internal document number but it can be removed from the Project Fiel...
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Default Equipment Number is the parameter that sets the value that will be displayed in the whenever the Equipment Unit variable is used.
Default is always set to Tag but this can be changed for the whole order in the Project Fields Template >...
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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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When uploading Manual Cards there may be some documents that have multiple pages related to one piece of equipment. For example 1 drawing with 11 sheets.
This can easily be uploaded by CSV adding only the information related to the first drawin...
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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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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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Last Updated: 08/01/2024
in Release Notes Older Releases User Interface
Update grid on the card list
The grid has been replaced on the card list. This includes the ability to pin columns, navigate the grid with arrow keys and many more functions. For more detail about our new grids, see here .
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Last Updated: 08/01/2024
in Release Notes Older Releases eSignatures
DocBoss now allows eSignatures to be applied to outgoing documents in 2 forms:
System applied (Hidden)
This signature is applied to the document without a visible signature block. The intent is to register the current state of th...
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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...