-
IF statements can be used to apply patterns based on if a card falls into a certain requirement. For example, If a card type is manual, display as X, if a card type is auto-generated, display as Y.
An example of when this would be used is ...
-
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 ...
-
You may now add an unlimited number of global and project specific equipment fields. Global Equipment Fields When you set up global equipment fields they can be used in all your projects. The variables will remain constant, so you can create sta...
-
Assign returned files to cards and add their return status.
-
You can test the cover page for any card.
First navigate to the card history screen. You can do this by clicking the history icon in the tools column of the card list for any specific card. Its nice to open a few cards with different tag lists ...
-
Users can test transmittal templates without needing to complete a submittal.
Before testing, the template will need to be uploaded into DocBoss and then added to a project under the appropriate template type (customer or sub-supplier).
...
-
Ensure Manual Cards are enabled on your project, see our article to learn how to enable this function: Enable Manual Cards
To bulk load manual cards, use the "Add/Edit Data via CSV" function. This option is available under the "More Ac...
-
Last Updated: 09/16/2024
in Docs Projects SDI Reports
An SDI Report is a listing that details the full scope of documentation for a specific project. It could also be referred to as a Document Register, or Document Index. Some customers have this as part of their documentation requirements. They m...
-
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 ...
-
Last Updated: 09/16/2024
in Docs Admin Email Send AddressChoose the email address DocBoss displays as the sender when making submittals.