10 Great DocBoss Resources To Build The Best Compilations (Databooks)

In DocBoss, a compilation is a package of documents that are submitted to the customer in a single file, usually as a PDF with a table of contents. You might refer to them as a submittal, a databook or dossier.

With DocBoss, you can create custom compilations from scratch with a few clicks of your mouse. You can customize them right down to the font on the cover page.

Below, we’ll discuss 10 great articles that discuss the topic of compilations in DocBoss beginning with the creation of a compilation.

Just click the numbered header title to access each article.

1. Create a Compilation

   Compilations are a collection of documents combined into a single PDF output. Generally referred to as databooks, manufacturing record books, dossiers, etc., they generally require bookmarks, hyperlinks, tables of contents, sections and more…

2. Sort Cards in Compilation

   The default sorting of the Cards in a Compilation is set by the value selected on TOC/Bookmark pattern for cards field. If the selected pattern is “Reference”, the Cards inside the Compilation will be sorted by the Card Reference…

3. Attach Compilation/TOC to a Doc Code

   Compilations/Table of Contents (TOC) are initially configured as stand-alone documents that are linked to ALL equipment units. In order to include these documents in a submittal and/or manage the level at which these documents are generated (e.g…

4. Submit Incomplete Compilation

   DocBoss strives to help you avoid errors – as such, we don’t show the compilations in the outbound area until all documents are complete (by default). If you wish to submit the Table Of Contents before all the documents have been fully approved, there is an icon…

5. Regenerate Compilation

   Compilations can be re-generated on the Edit Compilation screen where they are created , and they can also be re-generated on the Code List. Note that the Compilation must first be attached to the Code. Navigate to Project Menu > Cards > Code List, and click Re-generate icon that appears under the Tools column…

6. Add Revision Index to Compilation

   It is often useful to identify which cards have changed when resubmitting a package or compilation to your customer. With a revision index page, DocBoss will check each card included in the package/compilation. If the card has changed (identified …

7. Add Compilation Cover Page

   Users have the option to apply a Compilation Cover Page to compilations and packages. This is in addition to Submittal Cover Page. The compilation cover page is generally a title page for the compilation…

8. Compilation Templates (and Layout Impacts)

   There are five different templates used in compilations. Users can upload / update templates in the template management area of the instance menu. Available templates include the following: Compilation Cover Page…

9. Compilation Structure and Styling Presets

   Users of different groups, project types or affiliates may wish to have different default settings apply to new compilations and packages. DocBoss uses presets to define various setting defaults for NEW compilations and packages created on…

10. Create Reusable Compilation Layout

    You can save a compilation layout and use on future projects. To Save from project In the Edit Compilation screen, find the section Compilation Layout, Click Save As The name of the Layout serves as the selection to be able to use…

Related Articles

• Create a Weld Log (and generate weld cert/weld procedure packages)
• Attach Compilation/TOC to a Doc Code
• Create Reusable Compilation Layout
• Create an NDE log (and generate quality packages)
• Copy a Card (Create Copy) or Create a New Sheet