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Created On: 04/08/2020
in FAQ Resources
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...
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Query and export card data across multiple projects.
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If individual files from a package are returned in the packaged format, they should be attached to the packaged card and unpacked. To begin the process on unpacking, navigate to the incoming documents page ( Project Menu > Cards In/Out > Incom...
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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...
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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...
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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.
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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...