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After creating a compilation (see article: Create a Compilation ), the organization options can be updated to reflect the requirements of your customer. To edit a compilation, navigate to Project Menu > Index Reports & Compilations. Open the co...
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Last Updated: 05/08/2025
in Docs Getting Started
The sections below walk through the DocBoss features in the order they are found in the menus. There are three menus you'll be working out of:
Logo menu (from the DocBoss logo on the top left of all screens)
Project menu (on the top le...
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Last Updated: 05/08/2025
in Docs Getting Started Log in, review navigation and menus, and learn about next steps for each user role.
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To complete a project in DocBoss, navigate to Project Menu > Set Up > Main. In the bottom right, click the button to "Complete Project". If all cards are in a complete status, the project will be completed. If any cards are not in a complet...
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The default TOC template (using LaTeX) can be modified by adjusting values in the template. Below are instructions for applying commonly requested modifications. Sections Add vertical space before and after each section Add preferred width of s...
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Compilations can be organized in many different ways. The following examples demonstrate the impact of different depth and structure settings on the table contents. For more information on the impact of the TOC/Bookmark pattern for cards, see th...
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Compilations can be organized in many different ways. The main sorting option is set in the "TOC/Bookmark pattern for cards" field, where the pattern establishes the organization of the table of contents and sorts the cards to match. By defau...
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This article explains how to apply conditions to document auto-numbering, outgoing file name, and compilation pattern formats. The use of parameters is also discussed. Using IF statements for Document Auto-Numbering Format If you have document n...
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If statements can be used for header/footer patterns to draw different values for different conditions (e.g., drawings require a different heading than all other documents). In these situations, creating a custom doc code/card field can provide ad...
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The Create Project call can be used to automatically trigger project creation in DocBoss when an order is added to an external system. When a doc control user creates a new project in DocBoss, they typically have information from the Vendor Docum...