An Explanation of Send/Return Pairs (DocBoss)

Every submittal in DocBoss starts a Send/Receive pair which can be found in the Card History. Each pair contains a history entry that if (Y) is enabled it will be included in the SDI Reports. The system will set the send/return automatically but it can be changed...

Setting A Default Packages Layout in DocBoss

In DocBoss, it is now 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 are...

Document Code Lists And Layouts (DocBoss)

A Document Code in DocBoss is a specific customer code or project code used to create project document groups. The following are examples of common Doc Codes: Adding Doc Codes to your customers allows you to re-use them in any of their Projects and the easiest way to...

What Can DocBoss Do For You? (Benefits)

DocBoss offers process equipment suppliers a number of great benefits for document controllers. Among them, are the following: GENERATES ALL VENDOR DOCUMENT REGISTERSFORMATS ALL DOCUMENTSGENERATES ALL METADATAHELPS YOUR VENDORS Let’s go into more detail for each...