by Brad Bowyer | Jan 24, 2023 | Product Tips & Tricks
Users can extract the most recent file from multiple cards via the Bulk Doc Download button on the card list. Navigate to the card list for any project, select the card you want to include in the export and click the Bulk Doc Download button. A zip file will be...
by Brad Bowyer | Jan 22, 2023 | Document Control
When a user enables an equipment field for a major tag, data from that field will be available from the tagged and sub-unit grids (Steel). For example: Add a “Product Group” equipment field and enable it on the Major Tag grid Then add data into the field...
by Brad Bowyer | Jan 20, 2023 | Product Tips & Tricks
Here are the steps involved in adding equipment to DocBoss during a project whether a single case or multiple instances. Navigate to the Equipment List Equipment (with related tags) must be entered into DocBoss to enable card creation. Navigate to Equipment List...
by Brad Bowyer | Jan 17, 2023 | Product Tips & Tricks
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 submittal history by...
by Brad Bowyer | Jan 15, 2023 | Product Tips & Tricks
The compilations system is built around auto-generated cards (using levels to connect all the data). If a compilation has to be generated by Major Tag and the cards included in it have been created using both levels of equipment (Major Tags and Tagged Equipment...
