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Overview of the available options for organizing and structuring a compilation.
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As projects progress, often there are changes which happen to required equipment. DocBoss supports those and helps you manage the changes to your document cards.
Why does DocBoss monitor changes to equipment?
All Auto-Generated cards are dir...
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Sometimes, users may need to edit merged cards . In the Card List , select the Edit icon from the Tools column in the row for the merged card. (This can be done from other screens that show cards as well, but the options layout is somewhat ...
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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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The Prices & Estimates feature is designed to provide a detailed pricing estimate for the documentation fees related to a project.
Once the project has been set up with the required information (Doc Codes with Levels and Equipment) and the ca...
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Add sub-suppliers, customers, and end users.
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Overview of why compilation cover pages are useful, and directions for adding into the compilation structure.
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Overview of the five templates used in compilations, and the impact of the templates on the overall structure.
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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 dropdown and...
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Users and lists can be managed from the "Project Profile" section of Project Main ( Project Menu > Set Up > Project Configuration ). The "Doc Code and Status" Lists" area is where lists can be managed, and the "Users and Key Contacts" area allows ...