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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 b...
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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 ...
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Default date format
For any template variables including dates, the formatting of the date will default to the date format chosen for the project. This can be changed under Project Menu > Main > Settings > Date format .
To change...
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Last Updated: 09/16/2024
in Docs Getting StartedFind documentation, release notes, and frequently asked questions.
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Assume you have a drawing for each tag, but your customer requires that you submit only ONE PACKAGE containing all drawings (sorted by tag numbers).
DocBoss makes this process easier by helping you manage each individual drawing (upload them ...
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Last Updated: 03/26/2025
in Release Notes Current Releases
Here's a list of updates found in our March 2025 release! Highlights Confidential projects: this option on Project Main blocks access to the project unless a user is specifically added to it under their user Permissions page. (Please note that...
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Last Updated: 09/16/2024
in Docs Getting StartedEnable/disable the icons in DocBoss that open links to relevant support articles.
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Sometimes users may receive a "File is empty" error message when trying to upload a file to DocBoss.
Common issues and resolutions are listed below:
The file does not contain any information (size is 0 kb)
Ensure that the correct file is ...
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Once an action has been applied to a card, it remains in the Outstanding Actions grid until the action has been marked complete or removed .
You can view all Outstanding Actions (for all projects in your instance) OR you can view Outsta...
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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 s...