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Release - March 2020

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...
Disable Major Tags Module

Created On: 03/17/2020 in Docs Projects Set Up and Manage Equipment List Major Tags

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...
Copy a Card (Create Copy) or Create a New Sheet

Created On: 03/13/2020 in Docs Projects Set Up and Manage Cards Edit Cards

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. ...
Bulk Assign and its impact on default routing

Created On: 01/14/2020 in Docs Projects Workflow Incoming Documents Bulk Process

Some of the default routing which can be applied by DocBoss is applied in the background (when card changes stage). Some of it is applied only on the assign interface. Here is a description of the impact of bulk assign on default routing options: ...
Assign Internal (user) routings to NULL Cards

Created On: 01/14/2020 in Docs Projects Workflow Routing and Actions Routing Scenario

Every time a new workflow stage begins, a card is set to NULL status (exceptions exist, but are not typical). Users may want to assign the card to a specific user, responsible to upload that card. This is done using routing scenarios . All ...
Change CSV Delimiter (correct CSV data not showing as separate columns)

Created On: 01/10/2020 in Docs Admin User Management

Correct CSV data not showing as separate columns.
Set default routing for complete and/or incomplete cards

Created On: 01/07/2020 in Docs Projects Workflow Routing and Actions Routing Scenario

Default/forced routing can be defined for any stage. You can define an assignment for all cards which come back either as COMPLETE, or INCOMPLETE. 1. Review when stage is NOT COMPLETE If users set values for “Review when stage is n...
Release - January 2020

Created On: 01/04/2020 in Release Notes Older Releases

Compilations Optimize compilation generation We have refactored the generation process for compilations. The largest improvements will be noticed for compilations where DocBoss is adding cover pages to all documents, but general speed improvemen...
Comments (workflow specific)

Created On: 12/27/2019 in Docs Projects Workflow Comments, Markup, and Stamps

There is a distinction in DocBoss between Comments and Markups . Comments are not embedded in the document. They are a generic area to add descriptive text about the file. If specific reference to the document is required, markups are a bett...
Affiliate Companies

Created On: 12/05/2019 in Docs Companies and Contacts Affiliates

Topics Overview Add affiliate companies Assign project to affiliate Affiliate user access Assign licenses per affiliate Update user access Customization per affiliate Project Templates A...