Updated Articles

  1. Table of Contents - Examples

    Examples to demonstrate the impact of available TOC organization options.
  2. Compilation Sub-Packages

    Instructions for grouping the compilation contents by a value from the equipment list (e.g., Item/Model, Tag No., etc.).
  3. Using IF statement for Compilation TOC and Bookmark patterns

    Instructions for setting a TOC and/or bookmark pattern using different conditions. Useful when different types of cards require different naming conventions.
  4. Sort Cards in Compilation

    Instructions for sorting the table of contents (and associated cards).
  5. Attach Compilation/TOC to a Doc Code

    Instructions to link a compilation (or compilation table of contents) to a doc code. Instructions to unlink are also provided.
  6. Create a Compilation

    Step-by-step instructions for how to create and build the basic structure of a compilation.
  7. Overview of Compilation Options

    Overview of the available options for organizing and structuring a compilation.
  8. How can I recreate external submittal history?

    There are times when a project has been started outside of DocBoss, and you want all submittal history to be brought into the system. Maybe you just enrolled with DocBoss and have a large project just underway. It is possible to recreate your sub...
  9. Unpack Packaged Cards

    If individual files from a package are returned in the packaged format, they should be attached to the packaged card and unpacked. To begin the process on unpacking, navigate to the incoming documents page ( Project Menu > Cards In/Out > Incom...
  10. Add Equipment

    Navigate to the Equipment List Equipment (with related tags) must be entered into DocBoss to enable card creation. To begin entering equipment, navigate to Project Menu > Equipment > Equipment List. Select Tagged Equipmen...