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 Alina Sonke | Aug 13, 2024 | Product Tips & Tricks
Do you spend time and effort customizing your submittals to EPC customers right down to the table of contents? If so, DocBoss can help! This article includes examples of the table of contents layout with different depth values and structure options. Example 1...
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...
by Carl Mueller | Aug 7, 2024 | Product Tips & Tricks
Here’s how to set cover page preferences and options for any engineering stamp for each document in DocBoss. Users can define the metadata method for each doc code: Cover page only (no stamp). Stamp, else cover page: System will prompt the user to place a stamp....
