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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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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 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...
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Last Updated: 08/01/2024
in Release Notes Older Releases
Document upload and assign workflow
A picture is worth 1000 words. Here the video of what we have changed.
Navigation
The navigation preview has been in place for a few months. We hope you’re ready! Most of the structure has remai...
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Sometimes, users may need to edit merged cards .
In the Card List , select the Edit icon from the Tools column in the row for the merged card. (This can be done from other screens that show cards as well, but the options layout is somewha...
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Users of different groups, project types or affiliates may wish to have different default settings apply to new compilations and packages.
DocBoss uses presets to define various setting defaults for NEW compilations and packages created on a gi...
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Users can update previously submitted documents submittal dates. Updating it on the outgoing submittal will then update the date in the card history and all templates (SDI and in document cover pages added during submittal and also in compilation ...
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AS : After shipment (based on ship date on equipment list/major tag) BS : Before shipment (based on ship date on equipment list/major tag) AO : After order (based on order date on setup>main) ARAD : After receipt of approved Drawin...
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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...
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Last Updated: 09/16/2024
in Docs Admin Security
Enable for System
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.
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