by Alina Sonke | Mar 25, 2025 | Product Tips & Tricks
The Create Cards and Match option is available for documents related to Major Tags. This allows users to create cards from information in the file name, skipping the step to add manual cards on the project’s Card List. When running bulk match, if there is not...
by Carl Mueller | Aug 17, 2024 | Product Tips & Tricks
This is an updated article from several years ago that discusses how to disable the major tag module in DocBoss while setting up the project. When a project is in progress (equipment/cards are linked to major tags), the Major Tag module cannot be disabled. Generally,...
by Carl Mueller | Jun 11, 2024 | Product Tips & Tricks
A few weeks back we spoke on the topic of document indexing by tag in DocBoss. Here’s an updated article on a related topic. Our new output format lists the units on a project and cross-references the documents each unit is linked to. Users can create reports...
by Alina Sonke | May 31, 2024 | Product Tips & Tricks
Let’s talk about the document index in DocBoss. Below we’ll start by discussing the document index by tag and continue with related topics that you can use during your EPC projects. Document index by tag (units to codes) This option for SDI Report...
by Carl Mueller | Apr 7, 2024 | Product Tips & Tricks
When a user enables an equipment field for a major tag, data from that field will be available from the tagged and sub-unit grids (Steel). For example: Add a “Product Group” equipment field and enable it on the Major Tag grid Then add data into the field...
