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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 ...
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Add doc code lists to companies for use on projects.
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Created On: 11/19/2019
in FAQ General FAQ
Sometimes you may need to send a modified document while the current version is still being reviewed by the customer. An Example:
You send revision 0.
Someone at the customer side steps outside of the normal doc control process (sometimes ...
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Doc Code Cover Page/Stamps Options and Templates Users can define the metadata method for each doc code: Cover Page/Stamps Option: Cover page only (no stamp)
Stamp, else cover page: System will prompt the user to place a stamp. If t...
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You may have been asked by your customer to submit a unique SDI report for each Tag, or each PO (if multiple PO's on same DocBoss project).
DocBoss doesn’t support a full SDI based on a level. There are many questions about documents which appl...
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Setting up levels is one of the most important functions in DocBoss. Please review this article to learn more about how they can help you to build the Card List and link units to cards.
As you are aware, DocBoss has a set of DEFAULT leve...
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Sometimes, you customer gives you a rather GENERIC doc code. But - in your company, there are several separate documents which correspond to that code, and you want to manage them all separately (so you can keep track of the ones you are missing e...
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When processing files returned from the customer, DocBoss expects that the page count has NOT changed. DocBoss knows:
Total pages sent (expected pages for return) i.e. 4
Total pages of the actual document i.e. 3
Total cover pages added...