Updated Articles

  1. Due Date & Expected Date

    Last Updated: 10/01/2025 in Articles Projects Set Up and Manage Due Dates
    Definitions - Due Dates are the dates when the documents are scheduled to be submitted to customer (if card is with customer and there is a date in this field, it is intended for the next submittal). - Expected dates are the dates when the docu...

  2. Set Date Format

    Last Updated: 10/01/2025 in Articles Projects Set Up and Manage Due Dates
    Date formatting can be set in Docboss in three places: Under Admin, for the whole system (System Menu > Admin > General) On Project Config. Templates (System Menu > Admin > Customization > Project Config. Templates) On individual projects...

  3. Turn Around Days

    Last Updated: 10/01/2025 in Articles Projects Set Up and Manage Due Dates
    Turn Around Days Turn Around Days are used to determine the default count of working days for due dates. The settings for these can be adjusted on projects from the Project Configuration page (in the "Turn Around Days" section). Here you can ...

  4. Enable Manual Cards

    Last Updated: 10/01/2025 in Articles Projects Set Up and Manage Cards Manual Cards
    How to Enable Manual Cards To add manual cards to a project, you must first ensure the manual card module has been enabled in your project. To do this, navigate to Project Menu > Set Up > Project Configuration . From the "Advanced" tab, expa...

  5. Getting rid of ‘(Sheet 1 of 1)’ from Manual Cards

    Last Updated: 10/01/2025 in Articles Projects Set Up and Manage Cards Manual Cards
    "Sheet Adder" was created to allow users to count the number of sheets on the Manual Cards (i.e. sheet 1 of 1 if only one Card). Sheet Adder is included in the internal document number but it can be removed from the Project Conf...

  6. Card State

    Last Updated: 10/01/2025 in Articles Projects Set Up and Manage Cards Edit Cards
    DocBoss maintains a state for every locked card. Cards become locked if ANY of the following actions have been performed: The card has been submitted to the customer (tracked separately also) A system generated INDEX has been submitted...

  7. Add Doc Codes to a Project

    Last Updated: 10/01/2025 in Articles Projects Set Up and Manage Code List
    Instructions for adding doc codes to a project, both by importing from the company profile, and adding manually via CSV.

  8. Add Additional Equipment Type to Project

    Last Updated: 10/01/2025 in Articles Projects Set Up and Manage Equipment List Advanced
    To add an additional unit type, navigate to the "Fields & Equipment Types" tab of the  Project Configuration page. Expand the "Additional Unit Types" section and click the "+ Add" button. Once added, the new tab becomes available to enable eq...

  9. Modify Default Equipment (EQ) Number

    Last Updated: 10/01/2025 in Articles Projects Set Up and Manage Equipment List Advanced
    Instructions for updating the default EQ number (for all doc codes), as well as modifying the EQ number for individual doc codes.

  10. Create an NDE log (and generate quality packages)

    Last Updated: 10/01/2025 in Articles Projects Set Up and Manage Equipment List Advanced
    Project Configuration  Create "NDE log" as an Additional Data Type . Add columns Drawing Number Weld ID *Test Type (MPI, Visual, Radiographic) Test / Certificate number Sub-Supplier (Fabricator) COMBO level: Drawing Number + ...
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