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Last Updated: 11/05/2025
in Articles 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...
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Instructions for setting the cover page/stamp preference per doc code, and the associated impact(s). Instructions for setting an alternative cover page and/or stamp template are also provided.
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DocBoss maintains a state for every locked card. Cards become locked if ANY of the following actions have been performed:
The card has been submitted to the customer (tracked separately also)
A system generated INDEX has been submitted...
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Last Updated: 09/29/2025
in Articles Getting Started
The sections below walk through the DocBoss features in the order they are found in the menus. There are three menus you'll be working out of:
Logo menu (from the DocBoss logo on the top left of all screens)
Project menu (on the top le...
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Information pertaining to the different options available to organize the TOC and contents of the compilation.
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The revision settings for a project are set under the "Main" tab of the Project Configuration page (Project Menu > Set Up > Project Configuration). By default, DocBoss allows you to manage one revision number (primary doc rev), however...
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When users build card lists with levels, such as one card per tag for example, but later realize that one card covers multiple tags, there is no longer a need for the additional cards. Rather than leave the original cards as pending, DocBoss...
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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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Overview of the available options for organizing and structuring a compilation.
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Instructions for sorting the table of contents (and associated cards).