Product Updates
Table of Contents Layout Examples in DocBoss
Do you spend time and effort customizing your submittals to EPC customers right down to the table of contents? If…
In DocBoss a compilation is a package of documents that are submitted to the customer in a single file, usually as a PDF with a table of contents. You might call it a databook, dossier, mudbook or have another name for it.
One of the most popular features of DocBoss is its ability to create custom compilations for your EPC customers with a few clicks of your mouse.
To organize a compilation by a value from the equipment list (e.g., Item/Model, Tag No., etc.), the compilation sub-packages option can be used.
Sub-packages can be created either per compilation (which groups content by equipment value) OR per section (which groups content by equipment value only for the selected sections).
Sub-packages per compilation
To establish sub-packages by compilation, choose the “Compilation” option from the “Allow Sub-Packages per:” drop-down. Once selected, the “Create Sub-Packages by:” drop-down will appear, and the desired equipment value can be selected from the available options.
Once an equipment value has been selected, the sub-package sections can be (re)ordered as needed by clicking “Open Sub-Packages List.”
Result
Each sub-package will contain only the applicable documents for each equipment value.
Sub-packages per section
To establish sub-packages by section, choose the “Section” option from the “Allow Sub-Packages per:” drop-down.
Once selected, navigate to the “Document Codes and Sections” section. For each section that should have sub-packages, click the pencil icon (under “Tools”) and select the desired equipment value from the “Create Sub-Packages by:” drop-down.
Result
Sub-packages are created under the appropriate section(s). Each sub-package will contain only the applicable documents for each equipment value.
Additional options
If required, there are additional options that allow you to create a separate sub-package for order-level doc codes and/or hide sections and/or doc codes if they do not contain any cards.
To enable the option to create a separate sub-package for all order-level documents, (a) check the appropriate box and (b) create a title for the order-level sub-section (e.g., General Documents).
If choosing to create a separate sub-package for order-level docs, and the compilation structure also includes sections, the “If a section does not contain any cards, hide the section” option should also be selected in order to avoid duplication within each equipment sub-package.
