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  1. DocBoss
  2. Project Setup
  3. Customization

Customization

  • Date errors while uploading CSV files
  • Create Lists
  • Other Data - Project (Main) Fields
  • Import Stage List from Admin
  • Default EQ Number
  • Header and Footer Format
  • Create a Weld Log (and generate weld cert/weld procedure packages)
  • Add Additional Equipment Type to Project
  • Add Custom Doc Code/Card Fields
  • Enable Manual Cards
  • Document Auto-Numbering Format
  • Output Settings
  • Doc File Name Format
  • Document Revision Settings
  • Project Field Templates
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