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Customize expediting reports and select expediting recipients.
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Project configuration templates enable you to pre-define and reuse settings for projects, making project setup quick and easy. Create a new template To create a new project configuration template, navigate to System Menu > Admin > Project Confi...
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DocBoss supports viewing and adding document markup. Annotations can be viewed on the the assign screen, and can be added in the assign pop up and/or from the outstanding actions interface. You can add markups to files when you upload them to Doc...
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To Get Here: Settings>Template Mgmt: Output Templates > Scroll down to Email Templates
Template Type/Target
DocBoss email templates are specific to a given target. Please select the target for your email.
Variables
Ge...
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Your browser does not support HTML5 video. The Auto-Reclaim feature allows users to complete the status of a document without uploading a new file. This is useful in situations where the customer approves a transmittal verbally or by email, b...
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Current Files from a Single Project Bulk download Users can extract the most recent file from multiple cards via the Bulk Doc Download function on the card list. Navigate to the card list for any project, select the card(s) you want to includ...
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After creating routing scenarios , users can apply them to doc codes or cards.
Apply routing scenarios to doc codes (individual)
If a routing scenario is available to use on a project already, select it from the Routing Scenario drop...
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Once the new company Profile is set up, you will want to add an address. When you add a new project it is mandatory to select an address.
From Companies List, click the specific Company Name (you are adding the address to)
Use Drop down to ...
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Project Configuration Create "NDE log" as an Additional Data Type . Add columns
Drawing Number
Weld ID
*Test Type (MPI, Visual, Radiographic)
Test / Certificate number
Sub-Supplier (Fabricator)
COMBO level: Drawing Number + ...
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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...