by Brad Bowyer | Oct 26, 2022 | Product Tips & Tricks
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 | Sep 7, 2022 | Product Tips & Tricks
In DocBoss, we add cover pages to cards (documents) during the submittal process. But what if the documents aren’t required for submittal and only required to be included in the final compilation? Is it possible to add cover pages to all documents for inclusion in the...
by Carl Mueller | Mar 28, 2022 | Product Tips & Tricks
If you want to use the DocBoss generated version of the Compilation and/or the TOC for your submission, you must attach it to the applicable Doc Code in the Requirements grid. Navigate to the Code List Step 1 Set applicable Doc Code(s) to TYPE =...
by Carl Mueller | Mar 3, 2022 | Document Control
The weld log will allow you to include welder certificates and weld procedures (cross referenced to welds) in the tag specific quality packages. Or you can prepare separate packages for the certs/procedures with the cross references to all tags. Project Template...
by Brad Bowyer | Dec 19, 2021 | Product Tips & Tricks
Do you re-submit an entire data book/compilation or just the requested documents if your customer returns comments? This is a question that usually does not have a black or white answer. It really depends on your customers individual preference, in my opinion, one...
