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Created On: 05/07/2025
in Docs Getting Started
The sections below walk through the DocBoss features in the order they are found in the menus. There are three menus you'll be working out of:
Logo menu (from the DocBoss logo on the top left of all screens)
Project menu (on the top le...
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If statements can be used for header/footer patterns to draw different values for different conditions (e.g., drawings require a different heading than all other documents). In these situations, creating a custom doc code/card field can provide ad...
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Created On: 04/10/2025
in Docs Projects Workflow Stages
The stage library is a list of pre-defined stages that can be added to stage lists. Note: Stages added to this library can only be added via the stage list editor on individual cards and cannot be added to general stage lists.
To acc...
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Published On: 04/07/2025
in Docs Admin User Management Instructions for setting a user as a commercial contact (i.e., a user responsible for contract-related activities)
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Created On: 04/07/2025
in Docs Projects Workflow Stages
If your customer updates their requirements mid-way through an active project, is is possible to update stage lists to align with the updated requirements. Changing Stage Lists If a stage list is being actively used on the project, it can no lon...
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Created On: 04/07/2025
in Docs Projects Project FAQ Instructions for how to remove special characters from CSV exports (e.g., card list, equipment list, etc.).
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Created On: 04/04/2025
in Docs Projects Workflow Stages
To provide an overview of the stage list 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 custome...
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Created On: 04/04/2025
in Docs Projects Workflow Stages
After adding stages to a stage list, the list can be assigned to one or more doc codes. To assign a stage list to a doc code, navigate to Project Menu > Cards > Code List. If you are looking to change an active stage list mid-project, see our su...
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Created On: 04/04/2025
in Docs Projects Workflow Stages
After creating a stage list, stages can be added to suit your company's process. If you are looking to modify stages on a stage list mid-project, see our support article: Update/Change Stage List Mid-Project . To add a stage to a new stage lis...
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Created On: 04/04/2025
in Docs Projects Workflow Stages
Before using stages, a stage list will need to be created. Stage lists can be added/modified at the Admin level, as well as on individual projects. Create list (from Admin) To create a stage list that can be used on any project, navigate to ...