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  1. Videos

  2. Table of Contents Layout Examples

    This article includes examples of the table of contents layout with different depth values and structure options. Example 1 Table of Contents and Bookmarks sections options Depth of TOC: 3 Depth of TOC numbering: 3 Sta...
  3. Cannot Regenerate a Compilation (why and how to solve)

    When DocBoss regenerates a compilation (only in the case where it is lined to a code), the process includes updating the active file in the linked cards. But - what if you have already received an approved compilation back from your custom...
  4. Create API access credentials (per application)

    Navigate to the security settings screen via the Settings menu. Your user account must have the security permission to access the security settings. If you do not see this option, contact your administrator. The API Authorization ...
  5. Card to Unit Changes Causes

    DocBoss shows cards on the Card to Unit Changes screen when a user changes or adds a new equipment value for those cards, AND the cards: have a file (active, or in their history), and have a doc code with any doc code type except "SDI Report"...
  6. Library Documents

    Library documents are typically published documents or documents that can be reused from project to project. DocBoss uses the library for uploading, storing and reviewing these documents. Examples include – Instruction Manuals, Brochures, MT...
  7. Adding contacts

    Adding contacts to your customers allows you to select the contact in your project set up giving you the ability to know the project contacts at a quick glance. It also allows you to use that contact as a variable on any output documents (Cover ...
  8. Attach Compilations/TOC to a Doc Code

    If you want to use the DocBoss generated version of the Compilation and/or the TOC for your submission, you must attach it to the applicable Doc Code in the Requirements grid. Navigate to the Code List Step 1 Set applicable Doc Co...
  9. Void Submittal

    Mark all or part of a submittal as void (cancelled).
  10. Select Cover Page Templates and Settings on Project

    On Project Main >  Cover Pages and Stamps , you can choose which template you want to use for your project, for both Customer and Sub-Supplier submittals. You can also choose here how you want to create Excel cover pages - add to Excel files ...