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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: ...
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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 ...
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Created On: 01/10/2020
in Docs Admin User Management Correct CSV data not showing as separate columns.
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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...
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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...
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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...
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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...
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Created On: 12/02/2019
in Docs Projects Summary of steps to set up a new project.
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Created On: 12/02/2019
in Docs Projects Workflow Stages
In the stage list, users can define the FIRST revision value of each stage by including first revision number and letter in “Custom Value” column.
In the dropdown from column “Reset Instance Rev #” select “Reset to Custom Value”.
T...
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You can test the cover page for any card.
First navigate to the card history screen. You can do this by clicking the history icon in the tools column of the card list for any specific card. Its nice to open a few cards with different tag lists ...