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 lined 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...
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,...
by Carl Mueller | Apr 28, 2023 | Product Tips & Tricks
Do you ever submit documentation to your EPC customer and then need to resubmit it at a later date with changes? It is often useful to identify which cards have changed when resubmitting a package or compilation to your customer. With a revision index page, DocBoss...
