-
Created On: 04/11/2022
in FAQ General FAQ
If you are getting date format errors when uploading CSV or Excel files into DocBoss, it is likely caused by Excel's regional settings. Opening a CSV in excel automatically converts any dates using excels expected format. If customers have a requi...
-
Users can update previously submitted documents submittal dates. Updating it on the outgoing submittal will then update the date in the card history and all templates (SDI and in document cover pages added during submittal and also in compilation ...
-
Created On: 04/05/2022
in Release Notes Older Releases
Compilations
Compilation and Package Presets
Users may preset the default settings for compilations and packages. These are created at the instance, and are selected on the project template. They are loaded onto the project at initiation. So...
-
This article provides steps to set up "Lists". Using a list takes out any risk of typo's as it gives the user a list of pre-existing values to choose from, rather than typing in the values.
To create a new list navigate to the Lists screen.
...
-
Users may now add an unlimited number of custom fields to the main area of projects. Create new date, text, or list fields. There is also an option to define whether fields are mandatory. Users may apply them to any or all project templates.
...
-
The customer portal provides a secure location for your customers to upload (and download) documents directly into your DocBoss projects. Customer web access is provided to contacts associated with the company. Before enabling customer web access...
-
When working with card history, you will notice two options to reverting a file.
The first option is to "Revert File and meta data" . This option allows you to take a file and the meta data (Document number, revision, submission number, d...
-
Definitions - Due Dates are the dates when the documents are scheduled to be submitted to customer (if card is with customer and there is a date in this field, it is intended for the next submittal). - Expected dates are the dates when the docume...
-
Documentation Access The link is based on your DocBoss login system: https://system[].docboss.com/documentation/api i.e. for System1, the link is: https://system.docboss.com/documentation/api i.e. for System5, the link is: https://system5....
-
DocBoss header and footers set in the Main screen of your projects will not be applied to excel documents. However, DocBoss xls template variables can be used on SDI Excel template header and footers.
General variables can be used in head...