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Created On: 06/15/2020
in Docs Admin Security
Enable To enable Multi-Factor Authentication (MFA) your security enabled user should navigate to the security settings screen. Note that only the users with security settings will see this interface. Admin > Security Settings. Settings 1. ...
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Created On: 06/15/2020
in Release Notes Older Releases Security
New permission required to access security settings.
This must be enabled by the DocBoss team, based on direction from the managing user.
User Multi-factor Authentication
For a full description of user side MFA, see this pa...
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Before starting, note that templates:
Must be in excel format
Any cells where the output data is to be defined by DocBoss, must have applicable variable entered
You must set your print area (remember to include the last column)
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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...
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Created On: 05/25/2020
in Docs Projects Compilations Send Instructions for regenerating a compilation, and steps to take if/when the regenerate button is not available.
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Created On: 05/25/2020
in Docs Projects Compilations Send Steps to change the default setting preventing compilation submittal prior to completion.
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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 the submi...
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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 ...