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If your company prefers to complete their internal document review outside of DocBoss (using a service such as Bluebeam, Adobe Pro, etc.), you can still manage the documentation in DocBoss. To do this, we recommend following the process below.
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To generate data from a custom field on a template, the custom field ID number will need to be determined. To identify the ID number, navigate to Project Menu > Set Up > Project Template . Once on the project template, navigate to the approp...
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To provide an overview of a single stage workflow, a common scenario is outlined below. A common scenario is as follows:
1. A document is issued for customer approval (IFA) - Document return expected 2. Once approved by the custo...
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Created On: 08/15/2025
in FAQ Quick Tips Videos
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Created On: 08/15/2025
in FAQ Quick Tips Videos
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Created On: 08/15/2025
in FAQ Quick Tips Videos
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Created On: 08/15/2025
in FAQ Quick Tips Videos
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Here's a list of updates found in our short August 2025 release. Projects (Individual) Cover Page / Stamps Column in Card List Grid The selected option for cover pages and stamps (per doc code) is now available to add as a column in the car...
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Created On: 08/11/2025
in FAQ
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Information about the internal approval-related information in the workflow pop-up