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The Create Cards and Match option is available for unmatched documents related to Major Tags. This allows users to create cards from information in the file name, skipping the step of adding manual cards on the project's card list before returni...
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Add customer approval status lists (or internal lists to track customer approval statuses).
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Instructions for grouping the compilation contents by a value from the equipment list (e.g., Item/Model, Tag No., etc.).
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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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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 ...