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The walkthrough shown below uses the Card List to illustrate filtering options. Filtering on the Multi-Project Card Report screen uses the same layout. There are different areas of the screen for different types of filters. The sections are c...
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Created On: 11/09/2021
in Docs Projects Project FAQ
If you have resubmitted a document and your customer decides they don't need it and asks you to just use the last approved document instead, how do you handle this in DocBoss?
The first step is to void the outgoing submittal.
Next, na...
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To complete a project in DocBoss, navigate to Project Menu > Set Up > Main. In the bottom right, click the button to "Complete Project". If all cards are in a complete status, the project will be completed. If any cards are not in a complet...
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Navigate to the Main page of your project. In the Output Settings section under Submittals, you will have a drop down that will allow you to select any Transmittal Templates that are available for your use. Find the one you want and select it - ...
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On Project Main > Cover Pages and Stamps , you can choose which template you want to use for your project, for both Customer and Sub-Supplier submittals. You can also choose here how you want to create Excel cover pages - add to Excel files ...
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If you do not want DocBoss to extract/unpack the zip folder and upload the zip file as-is, you can drag and drop the zip folder directly onto the card via the Card List. (Alternatively, you can upload the file through Outstanding Actions.)
Navi...
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Users can now make edits to any of the fields in a historical entry. All changes are recorded, and the change log is visible by clicking the log icon beside any edited history entry.
Identify manual history entries
When m...
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It is often useful to identify which cards have changed when resubmitting a package or compilation to your customer. With a revision index page, DocBoss will check each card included in the package/compilation. If the card has changed (identified ...
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When you bring in a file from the customer and they return it with a comment page in the file, you can identify the comment page in the assignment screen. Once identified, DocBoss allows the user to determine the sequence of comment and markup she...
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Assign active, native AND comment files from the file staging area (multi drag/drop)
When assigning files, if the user multi-selects 2 or more files and drags them onto a card, DocBoss will ask for the destination for each file. This allows you...