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Walk-through of a common internal approval workflow. In the example, the document is received, reviewed internally, and returned to the source. Once approved, the document is returned to the target.
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The Overdue Cards Report is an internal tracking tool that users can enable from their profile. The report template format is editable. There is one report format shared across your system, and this can be edited from Output Templates. (Search for ...
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Locking cards ensures that changes are no longer made. Once a card is locked, DocBoss starts tracking the State and stops that card from being automatically re-numbered. To identify if a card is locked, navigate to the card list and review the ...
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Documents that are available for submission (based on workflow) will automatically move to a queue located on the outgoing submittals screen. The grid in which they appear depends on the workflow target (b y default, it is the customer ).
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Manage large and/or specialty PDF files.
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Ensure Manual Cards are enabled on your project, see our article to learn how to enable this function: Enable Manual Cards
To bulk load manual cards, use the "Add/Edit Data via CSV" function. This option is available under the "More Ac...
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Published On: 03/09/2025
in Docs Projects Compilations Create Instructions to link a compilation (or compilation table of contents) to a doc code. Instructions to unlink are also provided.
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Mark a project as confidential in order to allocate permissions to the project individually.
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Here's a list of updates found in our March 2025 release! Highlights Confidential projects: this option on Project Main blocks access to the project unless a user is specifically added to it under their user Permissions page. (Please note that...
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Published On: 02/12/2025
in Docs Library
The Library is a space to store documents that can be reused. This can be useful for documents that are unchanging between projects, including (but not limited to) Instruction Manuals, Brochures, MTRs, Welder Cert’s, and Procedures.
To a...