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,...
by Brad Bowyer | Apr 7, 2023 | Product Tips & Tricks
This article provides steps to set up and use custom fields where the type is “List”. Using a list takes out any risk of typos as it gives the user a list of pre-existing values to choose from, rather than typing in the values. You have the option to...
by Carl Mueller | Mar 29, 2023 | News and Events
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 | Jan 20, 2023 | Product Tips & Tricks
Here are the steps involved in adding equipment to DocBoss during a project whether a single case or multiple instances. Navigate to the Equipment List Equipment (with related tags) must be entered into DocBoss to enable card creation. Navigate to Equipment List...
