by Carl Mueller | Jun 19, 2024 | Product Tips & Tricks
Can you use a Compilation Cover Page instead of Submittal Cover Page for Packages and Compilations? Users have the option to apply a Compilation Cover Page to compilations and packages. This is in addition to Submittal Cover Page. The compilation cover page is...
by Carl Mueller | May 15, 2024 | Product Tips & Tricks
Auto-Generated cards are created by selecting a Level for each Doc Code on the Code List (Requirements) grid. It allows users to leverage project data to automate the master document list (or index). When the Equipment List (supply component) of a project includes...
by Brad Bowyer | Sep 2, 2023 | Product Tips & Tricks
When DocBoss regenerates a compilation (only in the case where it is linked to a code), the process includes updating the active file in the linked cards. But what if you have already received an approved compilation back from your customer? Certainly DocBoss would...
by Tunde Dorloti | May 12, 2023 | Product Tips & Tricks
DocBoss wasn’t really designed to build your source documents directly, but our compilation cover page templates certainly bring that thought forward. Note: – The file must be submitted as PDF. An excel version is optional. – Templates are...
by Carl Mueller | May 6, 2023 | Product Tips & Tricks
We’ve written numerous articles on this site regarding how Cards are treated inside DocBoss. Cards are essentially placeholders for real documents, if you will. As such, they are an important aspect of DocBoss and one that you customize as needed. Case in point,...
