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Auto-created cards can split into two in cases where different units should be tracked separately. To split a card, navigate to the card list and click the split icon under "Tools." From the pop-up, click the button to "Create New Card". If ...
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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 customer portal provides a secure location for your customers to upload (and download) documents directly into your DocBoss projects. Customer web access is provided to contacts associated with the company. Before enabling customer web access...
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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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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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Single Sign On (SSO) is available for DocBoss. If enabled, users with the company domain will be redirected to their identity provider to sign in to access DocBoss. The instructions below outline how to set up SSO and SCIM with DocBoss when using ...
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Walk-through of a common internal approval workflow. In the example, the document is received, reviewed internally, and returned to the source. Once approved, the document is returned to the target.
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Every submittal starts a Send/Receive pair which can be found in the Card History.
Each pair contains a history entry that if (Y) is enabled it will be included in the SDI Reports.
The system will set the send/return automatically bu...
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If the uploaded files don't match with any card, we show you an error in the top area of the matching screen.
You can check the cause by hovering over the error symbol.
Testing bulk match parameters
Select the info icon for the card...
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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...