
Compilation and Package Presets (Document Control)
Users of different groups, project types or affiliates may wish to have different default settings apply to new compilations and…
With DocBoss, you have access to both a templates feature to save commonly used templates for future use, along with our popular compilations feature which enables you to create submittals with a few clicks of your mouse.
You can also use both features together to create source documents. Here’s how:
For instructions on how to upload a template, see our article here.
Be sure to select the Output in as Excel
For the PDF version – choose any cover page you’d like to use for this project – this will be added to the pdf of the data sheet you create. For the CSV/XLS version – select your Document Cover Page that you added above – this will provide you an excel version of the data sheet. Be sure to choose “All Files” to Create Excel cover pages for.
On the Code List, set the Type for the related code to “Compilation”.
Be sure to select your template, and set the level – in this example the level is “Product Group”, you may want to use “Tag” or another field.
It will look like this:
Once the files have been generated they will appear in outgoing submittal, ready to send to your customer!
You customer will receive something like this:
Each PDF contains it’s own cover page as well as the PDF version of the data sheet. Also included in the submittal is the Excel version of each data sheet, and of course the transmittal.
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