Select Page

Do you use Document Control Checklists?

The Internal Document Code field/column in DocBoss allows users to map customer codes to a common set of internal codes.

This provides two benefits:

  1. It provides a nice way to search for similar documents, across all projects. Searching for customer codes can be difficult, as they all have different codes for each project.
  2. When mapping codes, DocBoss will copy all of the default settings from your internal codes (level, delivery, etc) into the customer codes. It can speed up the creation of default settings for new customer code lists.

Setup Internal List for Cross Reference

If you don’t have an internal set of codes, we suggest you create a few general codes to make use of this function. A general example:

C00 – Calculations

D00 – Drawings

E00 – Data Sheets

L00 – Lists

M00 – Manuals

P00 – Procedures

Q00 – Quality Reports

Of course the internal list for cross reference supports all of the defaults so when you do the mapping, the defaults will also cross over.


Use internal codes on a project

In the settings area you can Enable the Mapping to Internal Codes and also have the option to Force mapping (make it mandatory for all doc codes).

Note: if you choose to Force Mapping, you must identify an internal code for every code on your project.


*Note that you can also set both of these options to defaults on project set up. This has to be done by an Admin User under the Admin tab.


Add mapping while adding codes to a project

The add codes pop up shows you the mapping and allows you to change it (and that setting will be saved to the master list).


Add Mapping AFTER adding codes to a project

If you have already added the code to the project, you must manually set the cross-reference values on the requirements screen. You can add mapping via the internal codes column, or via CSV export/import.


Enjoy Internal Codes!