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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...
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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...
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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...
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When uploading Manual Cards there may be some documents that have multiple pages related to one piece of equipment. For example 1 drawing with 11 sheets.
This can easily be uploaded by CSV adding only the information related to the first drawin...
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Created On: 07/29/2020
in FAQ General FAQ
If you document looks strange in the viewer after upload, it is usually due to a TYPE 1 Postscript font. These fonts are being depreciated by all systems, and will no longer be supported by Adobe as of January 2023 . The most typical example we s...
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Every submittal starts a Send/Receive pair which can be found in the Card History.
Each pair contains a history entry that if (Y) is enabled it will be included in the SDI Reports.
The system will set the send/return automatically bu...
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Created On: 06/15/2020
in Docs Admin Security
Enable for System
To enable Multi-Factor Authentication (MFA) your security enabled user should navigate to the security settings screen. Note that only the users with security settings will see this interface.
Admin > Security Settings.
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Created On: 06/15/2020
in Docs Admin Security
Enable
To enable Multi-Factor Authentication (MFA) your security enabled user should navigate to the security settings screen. Note that only the users with security settings will see this interface.
Admin > Security Settings.
Setti...
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Created On: 06/15/2020
in Release Notes Older Releases Security
New permission required to access security settings.
This must be enabled by the DocBoss team, based on direction from the managing user.
User Multi-factor Authentication
For a full description of user side MFA, see this pa...
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Before starting, note that templates:
Must be in excel format
Any cells where the output data is to be defined by DocBoss, must have applicable variable entered
You must set your print area (remember to include the last column)
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