-
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...
-
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...
-
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 include ...
-
If individual files from a package are returned in the packaged format, they should be attached to the packaged card and unpacked. To begin the process on unpacking, navigate to the incoming documents page ( Project Menu > Cards In/Out > Incom...
-
Last Updated: 09/16/2024
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...
-
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 ...
-
The document revision settings for a project are set under Set Up > Main > Document Revision Settings . By default, DocBoss allows you to manage one revision number (primary doc rev), however you have the ability to manage two by enabling the...
-
This article is a guide for formatting the Excel Import file for bulk adding/editing companies.
To get here, from the system menu, select Lists > Companies > Excel Import/Export .
Steps:
Download the template from Export Excel fi...
-
Instructions for sorting the table of contents (and associated cards).
-
The Default Users / Lists area of the main setup allow you to define key contacts for the specific project. It also includes the selection of the lists you will be using to manage the project.
Any fields marked with a red asterisk (*) are...