by Carl Mueller | Aug 17, 2024 | Product Tips & Tricks
This is an updated article from several years ago that discusses how to disable the major tag module in DocBoss while setting up the project. When a project is in progress (equipment/cards are linked to major tags), the Major Tag module cannot be disabled. Generally,...
by Carl Mueller | Aug 15, 2024 | Product Tips & Tricks
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 call it a databook, dossier, mudbook or have another name for it. One of the most popular features of DocBoss...
by Carl Mueller | Aug 12, 2024 | Product Tips & Tricks
Material Test Reports (MTRs) can be stored in the DocBoss library for use on individual projects. The benefits of this include: Separate workflow for users managing MTRs and users managing projects Central repository and master source of your organization’s MTR...
by Carl Mueller | Aug 11, 2024 | Product Tips & Tricks
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...
by Carl Mueller | Aug 9, 2024 | Product Tips & Tricks
This article focuses on how you can import and edit the project document code list via a CSV file inside DocBoss. The upload file has to contain the following fields in the specified order: Doc Code Id (Do not Touch),Doc Code,Doc Code Name,Type,Tech Rev...
