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Created On: 07/26/2021
in Docs Projects Project FAQ
Create a Job
Creating a "Job" allows you to group multiple projects together for reporting and searches. For example, if you have two projects for a customer and you want to report across both projects, enter a job number on Project 1 and enter...
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IF statements can be used to apply patterns based on if a card falls into a certain requirement. For example, If a card type is manual, display as X, if a card type is auto-generated, display as Y.
An example of when this would be used is ...
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Created On: 06/17/2021
in Release Notes Older Releases Working in the Project
Uploading Files
Upload multiple files to a card
Assign active, native AND comment files from the file staging area (multi drag/drop). Click here for more information.
Exceptional file handling (skip processing) ...
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Created On: 06/16/2021
in Videos
The following are quick tip videos to further support our helpdesk articles and videos. These quick tip videos have been created based on frequently asked questions.
Compilation Settings
Edit Document Numbers via CSV (also includes ho...
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Created On: 06/14/2021
in FAQ General FAQ
If you have generated your compilation but it is not showing up in the outgoing submittals area, please check the following.
The Compilation has been linked to the doc code?
Is the Doc Code Type set as a "Compilation" and have you linked it ...
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This article explains how to apply conditions to document auto-numbering, outgoing file name, and compilation pattern formats.
Using IF statements for Document Auto-Numbering Format
If you have document numbers that differ depending on wheth...
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As an exception to most grids where users can click to download the data in CSV, the history grid does not currently have that option. At this time, the process to export the history of a card is a bit manual.
To access card history, navigate t...
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AS : After shipment (based on ship date on equipment list/major tag) BS : Before shipment (based on ship date on equipment list/major tag) AO : After order (based on order date on setup>main) ARAD : After receipt of approved Drawin...
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This article provides steps to set up and use custom fields where the type is "List". 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. You have the optio...
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If employee names need to be displayed in a custom grid with specialized terms like Prepared by , Checked by , Approved by , they can be shown using the user roles from the Main setting screen. But if the review process is outside of DocBoss, u...