by Alina Sonke | Jun 5, 2024 | Product Tips & Tricks
This article is a guide for formatting the Excel Import file for bulk adding/editing companies. To get here, from the system menu, select Lists > Companies > Excel Import/Export. Steps: Download the template from Export Excel file > Download file. Note that...
by Alina Sonke | Jun 3, 2024 | Product Tips & Tricks
Creating a temporary card allows users to track two workflows, and combine them back together after the temporary workflow is completed. For example, if a drawing is returned from the customer with status “Approved with Comments, Resubmit”, the user can continue the...
by Carl Mueller | Jun 1, 2024 | Product Tips & Tricks
There is a distinction in DocBoss between Comments and Markups. Comments are not embedded in the document. They are a generic area to add descriptive text about the file. If specific reference to the document is required, markups are a better tool. After the submittal...
by Alina Sonke | May 31, 2024 | Product Tips & Tricks
Let’s talk about the document index in DocBoss. Below we’ll start by discussing the document index by tag and continue with related topics that you can use during your EPC projects. Document index by tag (units to codes) This option for SDI Report...
by Carl Mueller | May 29, 2024 | Product Tips & Tricks
In DocBoss now it is possible to set a default “Packages Layout” that can be used in all projects. To set the default layout for packages navigate to Settings > Customization > Package Layout Quick General Settings Compilation Info: Select if cover pages...
by Carl Mueller | May 27, 2024 | Product Tips & Tricks
For material certs or instruction manuals etc, you can automate the attachment of library documents to document cards. Click the attach icon on the requirement page for any given doc code. Single Match: This is the default auto-assign option. In this case DocBoss will...
