by Carl Mueller | Mar 15, 2024 | Product Tips & Tricks
A Status List is the approval statuses that are used by your customer to indicate if a document will be accepted. You must enter a status list that will define the designations used by your customer. DocBoss can support multiple lists for each customer. For example,...
by Carl Mueller | Oct 23, 2023 | Product Tips & Tricks
If you work with incomplete equipment lists, there’s a way DocBoss helps you handle them. If a DocBoss user is working with an order that does not include a sub-unit of each type for each main unit, they can leave the cells where the units would have been added...
by Carl Mueller | Aug 3, 2023 | Product Tips & Tricks
The horizontal upload feature works a bit differently than the standard DocBoss equipment upload process. For troubleshooting tips, see the topics below. No option to enable horizontal upload on CSV import Horizontal layout is only available when importing equipment...
by Brad Bowyer | Jul 27, 2023 | Product Tips & Tricks
Default Equipment Number is the parameter that sets the value that will be displayed whenever the Equipment Unit variable is used. Default is always set to Tag but this can be changed for the whole order in the Project Fields Template > Default EQ Number. ...
by Alina Sonke | Jul 22, 2023 | Product Tips & Tricks
Overview DocBoss now allows a horizontal layout in the files used for equipment list uploads. This feature can save time for users working with units that have multiple components that need to be tracked. Typically, to include sub-units in an equipment list upload,...
