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Auto-Generated cards are created by selecting a Level for each Doc Code on the Code List (Requirements) grid. It allows users to leverage project data to automate the master document list (or index). When the Equipment List (supply component) o...
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There are many configurations on the Code List (Requirements) grid that will affect the setup and management of cards on your project. Below is a general description of the columns available in this grid.
Doc Code
This is the DocCode t...
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Last Updated: 09/16/2024
in FAQ General FAQ
It is likely a permission issue if affiliates are enabled on your project.
If a user has been added to DocBoss but is not available to select in a project's Default Users/Lists settings (under Set Up > Main from the Project Menu ), the...
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DocBoss has created a report to easily track and view document controllers KPI's. In the report you will find information which you can filter by date, User, Project ID, Sales Order/Quote number, Project, incoming Assignments (from Customer, ...
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Last Updated: 09/16/2024
in Docs Projects SDI Reports Advanced
DocBoss header and footers set in the Main screen of your projects will not be applied to excel documents. However, DocBoss xls template variables can be used on SDI Excel template header and footers.
General variables can be used in head...
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Why Major Tags
DocBoss maintains 2 levels of equipment - Major Tags, and Tagged Equipment.
The decision to use major tag can be determined by the tagging hierarchy you are managing. If you have 2 levels of tagging (or more), you should b...
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Last Updated: 09/16/2024
in FAQ General FAQ
If you have generated your compilation but it is not showing up in the outgoing submittals area, please check the following.
The Compilation has been linked to the doc code?
Is the Doc Code Type set as a "Compilation" and have you linked it ...
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When a project is in progress (equipment/cards are linked to major tags), the Major Tag module cannot be disabled.
Generally, if you no longer need the major tags, it is easier to simply leave them in place, just don't use them as lev...
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If one of your files is corrupt, or the PDF is incorrectly formed, we will report this by showing you an error in the file staging area of the assign screen.
You can delete the offending file and reupload, or, if the problem persists, try prin...
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Your Document Numbers
It is standard practice to assign a number to every document you are managing. These numbers can be auto-generated in DocBoss, so the structure/convention is common across all documents on your project.
If your engineer...