Popular Articles

  1. How to upload multiple sheets for manual cards

    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...
  2. Output Settings

    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...
  3. Release - September 2019

    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...
  4. Merge / Split Instance(s) Transition Process

    Recommendations for splitting or combining multiple instances of DocBoss.
  5. Adding Headers/Footers to Excel SDI Templates

    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...
  6. Export Individual Card History

    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...
  7. Disable Major Tags Module

    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...
  8. Saving submittals on your server

    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 ...
  9. Create Lists for Custom Fields

    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. ...
  10. Adding Instance Logos

    Add internal company logos for output on templates.