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Sometimes we are trying to generate a document index by equipment: This option for SDI Report templates combines the list of equipment units with card metadata in a pivot-style output by doc code. List of equipment units ...

The FormatOnChange[cell] is available for document index (SDI report) templates AND cover page templates. This parameter highlights changes in data since the previous submission. Setup This can be used for any variables that have the Form...

DocBoss wasn't really designed to build source documents directly, but our document index templates certainly bring that thought forward. Note: - Files can be submitted as PDF and Excel - Templates are uploaded as DOCUMENT INDEX type ...

To run an SDI report for multiple projects, you will need to have assigned the "Job" to each of the projects you want to include in the report. For information on creating and assigning jobs, see our article here. Once you have assigned ...

Once the card is linked to the applicable SDI Report ( discussed in this article ), a regenerate icon will appear in the Tools column of the code list (for the SDI doc code), AND on the card list. Note : Re-generating the SDI from the Index ...

You may have been asked by your customer to submit a unique SDI report for each Tag, or each PO (if multiple PO's on same DocBoss project). DocBoss doesn’t support a full SDI based on a level. There are many questions about documents which appl...

An supplier document index (SDI) report ( also commonly referred to as a document register, list or schedule) details the full scope of documentation for a specific project.  Some customers require this type of deliverable, and may even supply ...

In order to manage/submit SDI reports in DocBoss, the report must be linked to a card. To do this, follow the steps below: Step 1 - Ensure the doc code "Type" is set to "SDI Report" Navigate to  Project Menu > Cards > Code List ...