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Last Updated: 09/16/2024
in Docs Projects Project FAQ
The weld log will allow you to include welder certificates and weld procedures (cross referenced to welds) in the tag specific quailty packages. Or - you can prepare separate packages for the certs/procedures with the cross references to all tags....
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Last Updated: 09/16/2024
in Docs Getting Started Enable/disable the icons in DocBoss that open links to relevant support articles.
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Last Updated: 09/16/2024
in Docs Getting Started Sort, filter, and change view options in grids.
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Last Updated: 09/16/2024
in Docs Admin Security
Enable for System
To enable Multi-Factor Authentication (MFA) your security enabled user should navigate to the security settings screen. Note that only the users with security settings will see this interface.
Admin > Security Settings.
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DocBoss shows cards on the Card to Unit Changes screen when a user changes or adds a new equipment value for those cards, AND the cards: have a file (active, or in their history), and have a doc code with any doc code type except "SDI Report"...
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Add customer approval status lists (or internal lists to track customer approval statuses).
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Last Updated: 09/16/2024
in Docs Admin Suggestions for transitioning your team to work in DocBoss.
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Last Updated: 09/16/2024
in Docs Admin System Setup Recommendations for splitting or combining multiple instances of DocBoss.
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Last Updated: 09/16/2024
in Docs Admin System Setup Add internal company logos for output on templates.
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Last Updated: 09/16/2024
in Docs Admin System Setup Indicate method of submittal delivery on templates.