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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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Locking cards ensures that changes are no longer made. Once a card is locked, DocBoss starts tracking the State and stops that card from being automatically re-numbered. To identify if a card is locked, navigate to the card list and review the ...
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DocBoss allows users to make changes to existing data in the Card List in bulk through two different methods: directly in the grid, and via CSV. Edit Data in the Grid To begin, filter the card list to display only the cards you wish to apply cha...
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When DocBoss auto-generates cards (based on your selected level), cards will be created for ALL equipment references. By default, all cards will be set as required based on a default query (i.e., "All docs are required"). In some cases, not all ca...
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Create Copy Copying a card is useful when you require an exact duplicate of a card i.e. the second card should be linked to exactly the same set of tags and codes, its is just a different file. An example might be a procedure card. i.e. On...
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DocBoss allows you to create and manage multiple versions of a single card. Generally - this is required when different language version of a card must be supplied/tracked.
Add/Enable Language Custom Field on Project
To begin, check the proj...