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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...
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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...
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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...
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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 ...
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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...
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Query and export card data across multiple projects.
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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...
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Created On: 03/17/2020
in Release Notes Older Releases Unpack
Upon receiving the return of a DocBoss created package, users can now automate the re-allocation of each document to is original card. Full details are available here .
To review how to create packages, click here .
Workflow
Incomin...
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When a project is in progress (equipment/cards are linked to major tags), the Major Tag module cannot be disabled.
Generally, if you no longer need the major tags, it is easier to simply leave them in place, just don't use them as lev...
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Create Copy
Copying a card is useful when you require an exact duplicate of a card i.e. the second card should be linked to exactly the same set of tags and codes, its is just a different file. An example might be a procedure card.
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