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Assign uploaded files to the applicable cards.
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Add doc code lists to companies for use on projects.
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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).
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This article explains how to add or edit routing scenarios. For an overview of routing scenario functions, see this article first.
Topics
Add routing scenarios
Edit routing scenarios
Add/edit routing scenarios for all new pro...
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Last Updated: 09/16/2024
in Docs Admin User Management
Admin users can manage their instance's user list from the Manage Users screen.
From the Instance Menu , select Manage Users to navigate here.
Manage Users
From the Manage Users screen, admin users can:
Man...
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Auto-Generated cards are created by selecting a Level for each Doc Code on the Code List (Requirements) grid. It allows users to leverage project data to automate the master document list (or index). When the Equipment List (supply component) o...
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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 ...
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A visual summary of and navigation to projects.
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Overview
DocBoss now allows a horizontal layout in the files used for equipment list uploads. This feature can save time for users working with units that have multiple components that need to be tracked.
Typically, to include sub-units in a...
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Create a new incoming submittal and add documents to it.