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Why Major Tags DocBoss maintains 2 levels of equipment - Major Tags, and Tagged Equipment. The decision to use major tag can be determined by the tagging hierarchy you are managing. If you have 2 levels of tagging (or more), you should be usi...
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When creating a new Project, the initial submission dates (original scheduled dates) are set by default to 10 days after order date (global setting modifiable from System Menu > Admin > General). This can be changed from the Code List usin...
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Overview Sometimes, users may need to make changes to the Equipment List after documents have been submitted. Some situations where this could happen are:
A project change order has been received
A new piece of equipment has been added
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Documents that are available for submission (based on workflow) will automatically move to a queue located on the outgoing submittals screen.
To see your outgoing submittals, navigate to Project Menu > Cards In/Out > Outgoing Submittals.
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Last Updated: 09/16/2024
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What is an obsolete card: When a locked card loses all of its linked units, it becomes obsolete. See " why would a card lose all of its linked units ?" Examples:
If the Equipment List gets changed
The Doc Code gets changed
The set lev...
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Users and lists can be managed from the "Project Profile" section of Project Main ( Project Menu > Set Up > Project Configuration ). The "Doc Code and Status" Lists" area is where lists can be managed, and the "Users and Key Contacts" area allows ...
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You can add custom fields to your equipment list. Here's how to create and manage them. Create Global fields The initial set up of custom equipment fields (at the global level) must be done by an Admin User. Once created, they can be enabled ...
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Last Updated: 10/02/2025
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When you bring in a file from the customer and they return it with a comment page in the file, you can identify the comment page in the assignment screen. Once identified, DocBoss allows the user to determine the location of the comment and/or mar...