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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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This section allows you to select your templates (to use for outgoing documents, Cover Pages, Transmittals, Transmittal Emails, etc). If your customer has a specific template that they have requested you will have to set it up and uploaded it prio...
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Last Updated: 08/01/2024
in Release Notes Older Releases Add new data types to projects
While DocBoss supported 3 type of units (Major Tags, Tagged Equipment and Steel), users may now add additional unit/data types to their projects. You may then allocate equipment columns to the appropriate tabs.
Typ...
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Last Updated: 09/16/2024
in Docs Admin System SetupRecommendations for splitting or combining multiple instances of DocBoss.
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Last Updated: 09/16/2024
in Docs Projects SDI Reports Advanced
DocBoss header and footers set in the Main screen of your projects will not be applied to excel documents. However, DocBoss xls template variables can be used on SDI Excel template header and footers.
General variables can be used in head...
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As an exception to most grids where users can click to download the data in CSV, the history grid does not currently have that option. At this time, the process to export the history of a card is a bit manual.
To access card history, navigate t...
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When a project is in progress (equipment/cards are linked to major tags), the Major Tag module cannot be disabled.
Generally, if you no longer need the major tags, it is easier to simply leave them in place, just don't use them as lev...
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Customers periodically ask how they should set up their file structure for saving submittals on their server. While not technically required, it's a good practice. Heres the layout we suggest
Project ABC
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This article provides steps to set up "Lists". Using a list takes out any risk of typo's as it gives the user a list of pre-existing values to choose from, rather than typing in the values.
To create a new list navigate to the Lists screen.
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Last Updated: 09/16/2024
in Docs Admin System SetupAdd internal company logos for output on templates.