Customization Options In DocBoss You Should Be Using

Have you used all the great customization features of DocBoss?

DocBoss enables you to customize so many aspects of your document control work, you may have missed some of the best ones.

So in this article, we’ll cover just a few of the excellent customization options for various aspects of DocBoss.

To be sure you’re getting the most out of DocBoss though, we suggest checking our DocBoss Support website and searching for the specific task(s) you’d like help with. Chances are we’ve written on it already!

Let’s get started!

Fields

In DocBoss, you can easily add an additional Field(s) in a variety of ways depending on what you need to do. If you need to add new equipment to a project as it progresses for example, it’s easy to do.

Here are some popular articles we’ve written on adding new fields.

• Add Custom Library Fields
• Add Custom Equipment Fields
• Add Custom Doc Code/Card Fields
• Other Data – Project (Main)

Compilations

In DocBoss, we use the word Compilation to describe the package of documents that are submitted to the customer in a single file, usually as a PDF with a table of contents. You might refer them to a databook, dossier of other term. These are the documents that you send your EPC customer at the end of projects.

Compilations in DocBoss are designed to be highly customizable to meet the needs of your customer. Check out the resources below to learn more about the available options.

• Create Compilations in DocBoss (video)
• Overview of Compilation Options
• Overview of Table of Contents Options
• Attach Compilations/TOC to a Doc Code
• Compilation Templates (and Layout Impacts)
• Sorting Cards in Compilation

Lists

You can create various kinds of Lists in DocBoss. Here are several of the most popular ones you might need to use.

• Create custom lists for use in custom fields
• Creating Cards with Custom Equipment Lists
• Company Status Lists

Levels

A Level is the value that DocBoss uses to create cards from document codes. For example, if the customer requires one drawing per tag, use “tag” as the level for the drawing doc code.

Here are some popular articles on Levels in DocBoss.

• How to set a Level

• Custom Levels

• Change Compilation Level

• Using Custom Levels to Create Procedure Registers (video)

Again, these are just some ways you can customize your DocBoss projects. Check out the DocBoss Support website for all of our articles, videos, FAQ and more.