-
Created On: 05/25/2020
in Docs Projects SDI Reports
Once the card is linked to the applicable SDI Report ( discussed in this article ) a Re-generate icon will appear in the Tools column of the Card List. This icon will only appear when it's applicable.
If the card is in an Outbound Workflo...
-
Compilations can be re-generated on the Edit Compilation screen where they are created , and they can also be re-generated on the Code List. Note that the Compilation must first be attached to the Code.
Navigate to Project Menu > Cards > Co...
-
DocBoss strives to help you avoid errors – as such, we don’t show the compilations in the outbound area until all documents are complete (by default). If you wish to transmit the TOC before all the documents have been fully approved, there is an i...
-
Defaults
The defaults for notifications are available in the general admin area and can be edited on the main settings area of each project. These settings may be defined for each target.
These settings can all be edited/overridden on t...
-
Created On: 05/06/2020
in Docs Templates Email Templates
Fonts
Note that DocBoss uses pixels as the font size in our template dropdowns. The below chart can be used to make a correlation between pixels and points.
i.e if the expectation is a 10.5 pt font size, then in docboss int...
-
When processing files returned from the customer, DocBoss expects that the page count has NOT changed. All details are explained here .
BUT, when processing documents returned from supplier default "expected cover pages" value is always set t...
-
Created On: 04/29/2020
in FAQ General FAQ
Key Terms
Code / Status / State > Doc Codes
The Doc Code List is a list of codes used by your customer on their project. The data entered in this area is available to use on any project. You may have as many Doc Code Lists as ...
-
Created On: 04/08/2020
in FAQ Resources
Periodically, we have customers looking for marketing material to include with bid packages. They are looking for something to help them stand apart on competitive bids.
We have created a document which helps you promote your investment in DocB...
-
Query and export card data across multiple projects.
-
Here is the screen shot of the PACKAGE sent to the customer.
Assign returned package to the package card
Follow the normal steps to bring the package card into an incoming submittal. Assign the incoming package to the PAC...