by Brad Bowyer | Nov 30, 2022 | Uncategorized
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...
by Carl Mueller | Nov 12, 2022 | Uncategorized
Library documents can only be connected to a project card from the Document Ref Assign screen. In order to connect library documents, the doc code type (in the Project Document List) must be published. Set TYPE on Doc Code To attach library documents to a doc code,...
by Brad Bowyer | Nov 7, 2022 | Uncategorized
DocBoss users may now add manual cards to their projects, even when just using the tagged equipment units. First, ensure the manual card module has been enabled on your project. Add Cards To add an individual card, click the + in the top right of the card list...
by Brad Bowyer | Oct 26, 2022 | Uncategorized
Users of different groups, project types or affiliates may wish to have different default settings apply to new compilations and packages. DocBoss uses presets to define various setting defaults for NEW compilations and packages created on a given project. Presets are...
by Carl Mueller | Oct 3, 2022 | Uncategorized
When a project is in progress (equipment/cards are linked to major tags), the Major Tag module cannot be disabled. Here is what the view looks like inside DocBoss: Generally, if you no longer need the major tags, it is easier to simply leave them in place, just...
by Carl Mueller | Sep 12, 2022 | Uncategorized
Once an Action has been applied to a card, it remains in the Outstanding Actions grid until the Action has been marked Complete or removed. You can view all Outstanding Actions (for all projects in your instance) OR you can view Outstanding Actions specific to a...
