by Carl Mueller | Mar 25, 2024 | Product Tips & Tricks
By default DocBoss allows you to manage one revision number (primary doc rev), however you have the ability to manage two by enabling the secondary doc rev. If you want two check of the Enable Secondary Doc Rev. and you can name it accordingly, but there are no...
by Carl Mueller | Mar 23, 2024 | Product Tips & Tricks
Assemblies group order detail by line numbers. In the case where you do not have any sub lines (a.b.c.d), they are exactly the same as the “Unit” fields. They come into play when your order detail contains sub lines (i.e. 1.a, 1.b). Assembly Line This level creates a...
by Carl Mueller | Mar 21, 2024 | Product Tips & Tricks
In this article we’ll discuss updating document numbers in DocBoss and instances where it might be necessary. When uploading doc numbers using the edit data via CSV from the Card List – you must add the word (in all caps) OVERRIDE into the related column for...
by Carl Mueller | Mar 19, 2024 | Product Tips & Tricks
The Table of Contents (TOC) is an important part of many customer submittals especially when you have EPC customers who require them laid out and designed in a certain way. DocBoss enables you to structure the TOC as each of your customers desires. Here’s how:...
by Carl Mueller | Mar 17, 2024 | Product Tips & Tricks
In DocBoss, the Code List (Requirements) screen shows the list of document types that will be managed on the project. This list is often provided by the customer. If the customer does not have their own doc codes, users can add codes from their internal company list....
by Carl Mueller | Mar 15, 2024 | Product Tips & Tricks
A Status List is the approval statuses that are used by your customer to indicate if a document will be accepted. You must enter a status list that will define the designations used by your customer. DocBoss can support multiple lists for each customer. For example,...
