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Combination Fields

Created On: 11/10/2020 in Docs Projects Set Up and Manage Equipment List Advanced

Create combination columns There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result. On the project template, you se...
Move history and active file to a different Card

Created On: 10/27/2020 in Docs Projects Set Up and Manage History

There may be some situations when a Card needs to be dismissed but the history and file still needs to be used in a different card. e.g. A Merged Set which contain cards related to Tag1, Tag2, Tag3 was sent and reviewed by the customer. ...
Create API access credentials (per application)

Created On: 09/28/2020 in Docs Admin Integrations and API

Navigate to the security settings screen via the Settings menu. Your user account must have the security permission to access the security settings. If you do not see this option, contact your administrator. The API Authorization ...
Default EQ Number

Created On: 09/28/2020 in Docs Projects Set Up and Manage Code List (Requirements)

Default Equipment Number is the parameter that sets the value that will be displayed in the whenever the Equipment Unit variable is used. Default is always set to Tag but this can be changed for the whole order in the Project Fields Template >...
Sub-Supplier Portal (supplier view)

Created On: 09/25/2020 in Docs Companies and Contacts Vendor/Customer Portal

The following describes what your suppliers see when they access the portal. Note the URL you use to login - your suppliers will go to that same URL (i.e. could be system,2,3,4.docboss.com). They will enter their email address and password as y...
Adjust the Default Table of Contents

Created On: 09/16/2020 in Docs Projects Compilations Regular Options and Layout

The LaTeX template can be adjusted by changing some of the values in the template. Sections Add vertical space before and after each section \newcommand{\bolditem}[7]{% \\[10pt] - before section \tocitem{#1}{#2}{#3}{\tex...
Acceptable Native File Types

Created On: 09/10/2020 in Docs Projects Workflow Incoming Documents Advanced

To eliminate malicious file uploads, DocBoss maintains a list of uploadable file types. If your file is not on this list, you will receive an error on upload. If the file is valid, please contact support. Once we manually validate the file type...
Send a Separate Submittal per File (Batching)

Created On: 09/06/2020 in Docs Projects Workflow Outgoing Submittals Advanced

Separate submittal per file (batching) Some customers have an automated document processing solution in place. As a result, they require every file to be issued on a separate submittal. This can create an enormous amount of work for the supp...
Sub-Supplier Portal (admin)

Created On: 09/06/2020 in Docs Companies and Contacts Vendor/Customer Portal

The sub-supplier portal provides a secure location for your vendors to upload (and download) documents directly into your DocBoss projects. Add accounts for the sub-supplier Navigate to the settings / sub-supplier area. Add a ne...
Release - September 2020

Created On: 09/06/2020 in Release Notes Older Releases

Sub-Supplier Portal Users may now invite sub-suppliers/vendors to upload documents directly to DocBoss (Project specific). These uploads are treated as incoming submittals from sub-suppliers. Click here for more information Submittal...