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Bulk attach library documents from requirements screen

For material certifications or instruction manuals etc, you can automate the attachment of library documents to document cards with DocBoss. Click the attach icon on the requirement page for any given document code.

  • Single Match: This is the default auto-assign option. In this case DocBoss will search all library document meta-data for the reference of the document card. The system is looking for a SINGLE match for this reference. DocBoss will then assign the library document to the card, and update the document card title to match. If two or more matches are located, not document will be assigned.
  • Multiple Match:In very specific scenarios, users may want DocBoss to search the library for ALL possible matches for a reference. When multiple files are found, DocBoss will create copies of the register (card) to allow each file to be assigned to its own card. Each new register is assigned a new number based on incrementing the sequence or sheet number (based on the auto-numbering setting).

Enable internal document codes to be used in numbering

A user who links customer codes to internal codes might like to be able to use those internal codes as part of their document auto-numbering. Now if you have enabled internal codes, the option is available in the auto-numbering area of the system.

Want to learn more about similar DocBoss functionality? Check us out online.