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  1. Regenerate 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...
  2. How to Re-generate Compilations

    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...
  3. Transmitting incomplete compilations

    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...
  4. Options for outgoing (submittal) notification emails

    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...
  5. Formatting HTML email templates (and signatures)

    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...
  6. Expected cover pages: In from Supplier/internal

    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...
  7. What are the key terms used in DocBoss?

    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 ...
  8. Why DocBoss (for YOUR customers)

    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...
  9. Multi-Project Card Report

    Query and export card data across multiple projects.
  10. Unpack

    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...