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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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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 ...
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Topics
Overview
Add affiliate companies
Assign project to affiliate
Affiliate user access
Assign licenses per affiliate
Update user access
Customization per affiliate
Project Templates
Aff...
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Last Updated: 12/26/2025
in Articles Getting Started
Card List
Icon
Name
Definition
Create Copy
Creates an exact duplicate of a card that is auto-linked to the same equipment/units (see article ). *Note - The document number will be the same but with a new seque...
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Last Updated: 12/26/2025
in Articles Projects SDI Reports
Once the card is linked to the applicable SDI Report ( discussed in this article ), a re-generate icon will appear in the Tools column of the code list (for the SDI doc code), AND on the card list.
If the card is in an Outbound Workflow (t...
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Users may now add an unlimited number of custom fields to the main area of projects. Create new date, text, or list fields. There is also an option to define whether fields are mandatory. Users may apply them to any or all project templates. Ot...